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Disclosery

Planned Solutions, Inc.: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Planned Solutions, Inc. on SCHA, newest first. How the timeline and the estimate are built.

Planned Solutions, Inc. held 46,478 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,478 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $1,679,247.

    13F-HR 0001831332-26-000003 filed by Planned Solutions, Inc.
    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 46,478 shares
    Change vs previous 13F -18 shares

    0.45% of the 13F portfolio, value $1,351,578.

    13F-HR 0001831332-26-000002 filed by Planned Solutions, Inc.
    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 46,496 shares
    Change vs previous 13F +18 shares

    0.43% of the 13F portfolio, value $1,324,204.

    13F-HR 0001831332-26-000001 filed by Planned Solutions, Inc.
    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 46,478 shares
    Change vs previous 13F -58 shares

    0.45% of the 13F portfolio, value $1,296,734.

    13F-HR 0001831332-25-000007 filed by Planned Solutions, Inc.
    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 46,536 shares
    Change vs previous 13F -9,726 shares

    0.45% of the 13F portfolio, value $1,177,359.

    13F-HR 0001831332-25-000004 filed by Planned Solutions, Inc.
    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 56,262 shares
    Change vs previous 13F -583 shares

    0.54% of the 13F portfolio, value $1,318,220.

    13F-HR 0001831332-25-000003 filed by Planned Solutions, Inc.
    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 56,845 shares
    Change vs previous 13F -60,345 shares

    0.6% of the 13F portfolio, value $1,470,000.

    13F-HR 0001831332-25-000002 filed by Planned Solutions, Inc.
    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 117,190 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $6,035,284.

    13F-HR 0001831332-24-000007 filed by Planned Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).