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Disclosery

Plancorp, LLC: SCHB position timeline

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

Plancorp, LLC held 37,618 SCHB 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 37,618 shares
    Change vs previous 13F +7,752 shares

    0.03% of the 13F portfolio, value $1,089,410.

    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 29,866 shares
    Change vs previous 13F +48 shares

    0.02% of the 13F portfolio, value $783,380.

    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 29,818 shares
    Change vs previous 13F -14,434 shares

    0.02% of the 13F portfolio, value $782,125.

    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 44,252 shares
    Change vs previous 13F -1,151 shares

    0.04% of the 13F portfolio, value $1,137,719.

    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 45,403 shares
    Change vs previous 13F +1,182 shares

    0.04% of the 13F portfolio, value $1,081,954.

    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 44,221 shares
    Change vs previous 13F +13,869 shares

    0.04% of the 13F portfolio, value $952,083.

    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 30,352 shares
    Change vs previous 13F +20,251 shares

    0.03% of the 13F portfolio, value $688,987.

    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 10,101 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $671,934.

    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).