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Disclosery

Plan A Wealth LLC: SCHX position timeline

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

Plan A Wealth LLC held 31,279 SCHX 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 31,279 shares
    Change vs previous 13F +15 shares

    0.34% of the 13F portfolio, value $938,373.

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

  2. period ended2026-06-30
    13F 31,264 shares
    Change vs previous 13F +812 shares

    0.39% of the 13F portfolio, value $920,100.

    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 30,452 shares
    Change vs previous 13F +5,422 shares

    0.37% of the 13F portfolio, value $780,789.

    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 25,030 shares
    Change vs previous 13F -306 shares

    0.33% of the 13F portfolio, value $673,557.

    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 25,336 shares
    Change vs previous 13F +1,906 shares

    0.34% of the 13F portfolio, value $667,350.

    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 23,430 shares
    Change vs previous 13F +6,868 shares

    0.32% of the 13F portfolio, value $572,629.

    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 16,562 shares
    Change vs previous 13F +2,569 shares

    0.28% of the 13F portfolio, value $365,689.

    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 13,993 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $324,358.

    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).