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Disclosery

Planned Solutions, Inc.: SCHF position timeline

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

Planned Solutions, Inc. held 64,732 SCHF 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 64,732 shares
    Change vs previous 13F +976 shares

    0.52% of the 13F portfolio, value $1,793,071.

    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 63,756 shares
    Change vs previous 13F +723 shares

    0.52% of the 13F portfolio, value $1,577,973.

    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 63,033 shares
    Change vs previous 13F +836 shares

    0.49% of the 13F portfolio, value $1,515,325.

    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 62,197 shares
    Change vs previous 13F +942 shares

    0.5% of the 13F portfolio, value $1,447,953.

    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 61,255 shares
    Change vs previous 13F -188 shares

    0.52% of the 13F portfolio, value $1,353,742.

    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 61,443 shares
    Change vs previous 13F +5,738 shares

    0.5% of the 13F portfolio, value $1,215,348.

    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 55,705 shares
    Change vs previous 13F +29,709 shares

    0.42% of the 13F portfolio, value $1,030,547.

    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 25,996 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,068,973.

    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).