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Disclosery

Plan A Wealth LLC: SCHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Plan A Wealth LLC on SCHF, newest first. How the timeline and the estimate are built.

Plan A Wealth LLC held 61,596 SCHF shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 61,596 shares
    Change vs previous 13F +13,171 shares

    0.6% of the 13F portfolio, value $1,692,048.

    13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 48,425 shares
    Change vs previous 13F -9,056 shares

    0.57% of the 13F portfolio, value $1,341,373.

    13F-HR 0001172661-26-002615 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 57,481 shares
    Change vs previous 13F +2,426 shares

    0.68% of the 13F portfolio, value $1,422,655.

    13F-HR 0001172661-26-002250 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 55,055 shares
    Change vs previous 13F +22,680 shares

    0.65% of the 13F portfolio, value $1,323,522.

    13F-HR 0001172661-26-000517 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 32,375 shares
    Change vs previous 13F +9,194 shares

    0.38% of the 13F portfolio, value $753,690.

    13F-HR 0001172661-25-004609 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 23,181 shares
    Change vs previous 13F +11,026 shares

    0.29% of the 13F portfolio, value $512,300.

    13F-HR 0001172661-25-004608 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 12,155 shares
    Change vs previous 13F +1,515 shares

    0.19% of the 13F portfolio, value $240,426.

    13F-HR 0001172661-25-004607 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,640 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $196,840.

    13F-HR 0001172661-25-004606 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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