Skip to content
Disclosery

PDS Planning, Inc: SCHD position timeline

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

PDS Planning, Inc held 20,054 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,054 shares
    Change vs previous 13F +205 shares

    0.04% of the 13F portfolio, value $635,921.

    13F-HR 0000838618-26-000003 filed by PDS Planning, Inc
    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 19,849 shares
    Change vs previous 13F +1,226 shares

    0.04% of the 13F portfolio, value $608,957.

    13F-HR 0000838618-26-000002 filed by PDS Planning, Inc
    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 18,623 shares
    Change vs previous 13F +36 shares

    0.03% of the 13F portfolio, value $510,831.

    13F-HR 0000838618-26-000001 filed by PDS Planning, Inc
    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 18,587 shares
    Change vs previous 13F +85 shares

    0.04% of the 13F portfolio, value $507,422.

    13F-HR 0000838618-25-000008 filed by PDS Planning, Inc
    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 18,502 shares
    Change vs previous 13F -423 shares

    0.04% of the 13F portfolio, value $490,300.

    13F-HR 0000838618-25-000006 filed by PDS Planning, Inc
    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 18,925 shares
    Change vs previous 13F +88 shares

    0.04% of the 13F portfolio, value $529,156.

    13F-HR 0000838618-25-000005 filed by PDS Planning, Inc
    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 18,837 shares
    Change vs previous 13F +12,572 shares

    0.05% of the 13F portfolio, value $514,618.

    13F-HR 0000838618-25-000001 filed by PDS Planning, Inc
    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 6,265 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $529,559.

    13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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