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Disclosery

Plancorp, LLC: SCHD position timeline

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

Plancorp, LLC held 250,369 SCHD 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 250,369 shares
    Change vs previous 13F -259 shares

    0.2% of the 13F portfolio, value $8,152,027.

    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 250,628 shares
    Change vs previous 13F +172 shares

    0.22% of the 13F portfolio, value $7,659,201.

    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 250,456 shares
    Change vs previous 13F -15,694 shares

    0.21% of the 13F portfolio, value $6,869,999.

    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 266,150 shares
    Change vs previous 13F -3,597 shares

    0.23% of the 13F portfolio, value $7,265,897.

    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 269,747 shares
    Change vs previous 13F +825 shares

    0.25% of the 13F portfolio, value $7,148,299.

    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 268,922 shares
    Change vs previous 13F +219,483 shares

    0.3% of the 13F portfolio, value $7,519,051.

    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 49,439 shares
    Change vs previous 13F +32,615 shares

    0.06% of the 13F portfolio, value $1,350,662.

    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 16,824 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,422,169.

    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).