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Disclosery

Plan A Wealth LLC: SCHO position timeline

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

Plan A Wealth LLC held 310,692 SCHO 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 310,692 shares
    Change vs previous 13F +22,175 shares

    2.65% of the 13F portfolio, value $7,413,125.

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

  2. period ended2026-06-30
    13F 288,517 shares
    Change vs previous 13F +20,045 shares

    2.96% of the 13F portfolio, value $6,964,800.

    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 268,472 shares
    Change vs previous 13F +25,098 shares

    3.12% of the 13F portfolio, value $6,515,815.

    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 243,374 shares
    Change vs previous 13F +14,713 shares

    2.9% of the 13F portfolio, value $5,931,024.

    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 228,661 shares
    Change vs previous 13F +41,920 shares

    2.84% of the 13F portfolio, value $5,579,328.

    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 186,741 shares
    Change vs previous 13F +126,481 shares

    2.58% of the 13F portfolio, value $4,552,746.

    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 60,260 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $1,466,728.

    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).