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Disclosery

Plancorp, LLC: SCHG position timeline

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

Plancorp, LLC held 316,204 SCHG 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 316,204 shares
    Change vs previous 13F +298,092 shares

    0.27% of the 13F portfolio, value $10,867,947.

    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 18,112 shares
    Change vs previous 13F -801 shares

    0.02% of the 13F portfolio, value $552,599.

    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 18,913 shares
    Change vs previous 13F -16,761 shares

    0.02% of the 13F portfolio, value $616,930.

    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 35,674 shares
    Change vs previous 13F -44,194 shares

    0.04% of the 13F portfolio, value $1,138,350.

    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 79,868 shares
    Change vs previous 13F +4 shares

    0.08% of the 13F portfolio, value $2,332,938.

    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 79,864 shares
    Change vs previous 13F +34,144 shares

    0.08% of the 13F portfolio, value $1,999,795.

    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 45,720 shares
    Change vs previous 13F +34,291 shares

    0.05% of the 13F portfolio, value $1,274,207.

    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 11,429 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,190,713.

    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).