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Disclosery

Plancorp, LLC: SCHX position timeline

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

Plancorp, LLC held 89,348 SCHX 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 89,348 shares
    Change vs previous 13F -86 shares

    0.06% of the 13F portfolio, value $2,638,434.

    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 89,434 shares
    Change vs previous 13F -4,409 shares

    0.07% of the 13F portfolio, value $2,393,251.

    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 93,843 shares
    Change vs previous 13F -400 shares

    0.08% of the 13F portfolio, value $2,525,323.

    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 94,243 shares
    Change vs previous 13F -38,887 shares

    0.08% of the 13F portfolio, value $2,482,350.

    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 133,130 shares
    Change vs previous 13F +321 shares

    0.11% of the 13F portfolio, value $3,253,696.

    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 132,809 shares
    Change vs previous 13F +18,518 shares

    0.12% of the 13F portfolio, value $2,932,430.

    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 114,291 shares
    Change vs previous 13F +76,328 shares

    0.11% of the 13F portfolio, value $2,649,256.

    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 37,963 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,575,769.

    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).