Obsidian Personal Planning Solutions LLC: SCHD position timeline

Obsidian Personal Planning Solutions LLC held 458,722 SCHD shares at 2025-09-30 per its 13F-HR filed 2025-11-13.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 458,722 shares

   Change vs previous 13F +27,163 shares

   4.26% of the 13F portfolio, value $12,270,818.

   13F-HR 0001986152-25-000104 filed by Obsidian Personal Planning Solutions LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 431,559 shares

   Change vs previous 13F +16,781 shares

   4.63% of the 13F portfolio, value $11,436,319.

   13F-HR 0001986152-25-000066 filed by Obsidian Personal Planning Solutions LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 414,778 shares

   Change vs previous 13F +171,036 shares

   4.78% of the 13F portfolio, value $10,709,567.

   13F-HR 0001986152-25-000046 filed by Obsidian Personal Planning Solutions LLC
   Filed 2025-05-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 243,742 shares

   Change vs previous 13F +12,088 shares

   3.27% of the 13F portfolio, value $6,783,337.

   13F-HR 0001986152-25-000024 filed by Obsidian Personal Planning Solutions LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 231,654 shares

   Change vs previous 13F +159,733 shares

   3.42% of the 13F portfolio, value $6,539,601.

   13F-HR 0001986152-24-000054 filed by Obsidian Personal Planning Solutions LLC
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-06-30

   13F 71,921 shares

   Change vs previous 13F +4,409 shares

   3.41% of the 13F portfolio, value $5,592,593.

   13F-HR 0001986152-24-000033 filed by Obsidian Personal Planning Solutions LLC
   Filed 2024-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-03-31

   13F 67,512 shares

   Change vs previous 13F +7,102 shares

   3.41% of the 13F portfolio, value $5,197,757.

   13F-HR 0001986152-24-000017 filed by Obsidian Personal Planning Solutions LLC
   Filed 2024-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-12-31

   13F 60,410 shares

   Change vs previous 13F not available

   3.5% of the 13F portfolio, value $4,599,046.

   13F-HR 0001986152-24-000004 filed by Obsidian Personal Planning Solutions LLC
   Filed 2024-02-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).