Skip to content
Disclosery

OLIO Financial Planning: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OLIO Financial Planning on SCHD, newest first. How the timeline and the estimate are built.

OLIO Financial Planning held 161,377 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 161,377 shares
    Change vs previous 13F +5,899 shares

    1.27% of the 13F portfolio, value $5,117,264.

    13F-HR 0001906766-26-000003 filed by OLIO Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 155,478 shares
    Change vs previous 13F -3,962 shares

    1.32% of the 13F portfolio, value $4,770,079.

    13F-HR 0001906766-26-000002 filed by OLIO Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 159,440 shares
    Change vs previous 13F +900 shares

    1.23% of the 13F portfolio, value $4,373,438.

    13F-HR 0001906766-26-000001 filed by OLIO Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 158,540 shares
    Change vs previous 13F +3,870 shares

    1.27% of the 13F portfolio, value $4,328,141.

    13F-HR 0001906766-25-000002 filed by OLIO Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 154,670 shares
    Change vs previous 13F -14,729 shares

    1.29% of the 13F portfolio, value $4,098,754.

    13F-HR 0001085146-25-003673 filed by OLIO Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 169,399 shares
    Change vs previous 13F +5,021 shares

    1.64% of the 13F portfolio, value $4,736,395.

    13F-HR 0001085146-25-002064 filed by OLIO Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 164,378 shares
    Change vs previous 13F +112,925 shares

    1.58% of the 13F portfolio, value $4,490,819.

    13F-HR 0001085146-25-000386 filed by OLIO Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 51,453 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $3,926,889.

    13F-HR 0001085146-24-004925 filed by OLIO Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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