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Disclosery

PLANNING ALTERNATIVES LTD /ADV: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PLANNING ALTERNATIVES LTD /ADV on SCHB, newest first. How the timeline and the estimate are built.

PLANNING ALTERNATIVES LTD /ADV held 144,057 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,057 shares
    Change vs previous 13F -13,914 shares

    0.45% of the 13F portfolio, value $4,171,901.

    13F-HR 0001765380-26-000365 filed by PLANNING ALTERNATIVES LTD /ADV
    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 157,971 shares
    Change vs previous 13F -1,146 shares

    0.51% of the 13F portfolio, value $3,965,081.

    13F-HR 0001765380-26-000187 filed by PLANNING ALTERNATIVES LTD /ADV
    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 159,117 shares
    Change vs previous 13F -2,865 shares

    0.53% of the 13F portfolio, value $4,173,648.

    13F-HR 0001765380-26-000076 filed by PLANNING ALTERNATIVES LTD /ADV
    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 161,982 shares
    Change vs previous 13F -5,406 shares

    0.53% of the 13F portfolio, value $4,164,556.

    13F-HR 0001765380-25-000485 filed by PLANNING ALTERNATIVES LTD /ADV
    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 167,388 shares
    Change vs previous 13F +19,238 shares

    0.56% of the 13F portfolio, value $3,988,848.

    13F-HR 0001765380-25-000361 filed by PLANNING ALTERNATIVES LTD /ADV
    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 148,150 shares
    Change vs previous 13F -3,183 shares

    0.49% of the 13F portfolio, value $3,189,678.

    13F-HR 0001765380-25-000209 filed by PLANNING ALTERNATIVES LTD /ADV
    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 151,333 shares
    Change vs previous 13F +93,264 shares

    0.53% of the 13F portfolio, value $3,435,260.

    13F-HR 0001765380-25-000055 filed by PLANNING ALTERNATIVES LTD /ADV
    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 58,069 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $3,862,750.

    13F-HR 0001765380-24-000418 filed by PLANNING ALTERNATIVES LTD /ADV
    Filed (acceptance time not in the bulk data set), ingested

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