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Disclosery

Plancorp, LLC: SCHA position timeline

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

Plancorp, LLC held 374,214 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 374,214 shares
    Change vs previous 13F +213,744 shares

    0.31% of the 13F portfolio, value $12,843,031.

    13F-HR 0001754960-26-000517 filed by Plancorp, LLC
    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 160,470 shares
    Change vs previous 13F -14,258 shares

    0.14% of the 13F portfolio, value $4,923,228.

    13F-HR 0001754960-26-000252 filed by Plancorp, LLC
    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 174,728 shares
    Change vs previous 13F -726 shares

    0.15% of the 13F portfolio, value $4,976,248.

    13F-HR 0001754960-26-000156 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 175,454 shares
    Change vs previous 13F -26,639 shares

    0.15% of the 13F portfolio, value $4,895,163.

    13F-HR 0001754960-25-000672 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 202,093 shares
    Change vs previous 13F +154,327 shares

    0.18% of the 13F portfolio, value $5,112,943.

    13F-HR 0001754960-25-000402 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 47,766 shares
    Change vs previous 13F +8,914 shares

    0.04% of the 13F portfolio, value $1,119,160.

    13F-HR 0001879202-25-000022 filed by Plancorp, LLC
    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 38,852 shares
    Change vs previous 13F +19,744 shares

    0.04% of the 13F portfolio, value $1,004,704.

    13F-HR 0001879202-25-000003 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 19,108 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $984,054.

    13F-HR 0001879202-24-000057 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

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