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Plancorp, LLC: SCHF position timeline

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

Plancorp, LLC held 316,823 SCHF 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 316,823 shares
    Change vs previous 13F +291,196 shares

    0.21% of the 13F portfolio, value $8,576,397.

    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 25,627 shares
    Change vs previous 13F +836 shares

    0.02% of the 13F portfolio, value $670,144.

    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 24,791 shares
    Change vs previous 13F -128 shares

    0.02% of the 13F portfolio, value $595,974.

    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 24,919 shares
    Change vs previous 13F -163 shares

    0.02% of the 13F portfolio, value $580,115.

    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 25,082 shares
    Change vs previous 13F +12,407 shares

    0.02% of the 13F portfolio, value $554,313.

    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 12,675 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $250,719.

    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 12,675 shares
    Change vs previous 13F +6,398 shares

    0.01% of the 13F portfolio, value $234,495.

    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 6,277 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $258,095.

    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).