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Disclosery

Plancorp, LLC: SCHE position timeline

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

Plancorp, LLC held 113,288 SCHE 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 113,288 shares
    Change vs previous 13F +104,314 shares

    0.1% of the 13F portfolio, value $4,059,098.

    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 8,974 shares
    Change vs previous 13F -46 shares

    0.01% of the 13F portfolio, value $310,408.

    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 9,020 shares
    Change vs previous 13F -1,766 shares

    0.01% of the 13F portfolio, value $295,403.

    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 10,786 shares
    Change vs previous 13F +536 shares

    0.01% of the 13F portfolio, value $359,926.

    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 10,250 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $308,933.

    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 10,250 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $282,591.

    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).