PLANNING ALTERNATIVES LTD /ADV: SCHF position timeline

PLANNING ALTERNATIVES LTD /ADV held 659,973 SCHF 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 659,973 shares

   Change vs previous 13F -7,301 shares

   1.96% of the 13F portfolio, value $18,281,247.

   13F-HR 0001765380-26-000365 filed by PLANNING ALTERNATIVES LTD /ADV
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 667,274 shares

   Change vs previous 13F -6,780 shares

   2.13% of the 13F portfolio, value $16,515,027.

   13F-HR 0001765380-26-000187 filed by PLANNING ALTERNATIVES LTD /ADV
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 674,054 shares

   Change vs previous 13F -8,423 shares

   2.04% of the 13F portfolio, value $16,204,254.

   13F-HR 0001765380-26-000076 filed by PLANNING ALTERNATIVES LTD /ADV
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 682,477 shares

   Change vs previous 13F -10,389 shares

   2.04% of the 13F portfolio, value $15,888,061.

   13F-HR 0001765380-25-000485 filed by PLANNING ALTERNATIVES LTD /ADV
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 692,866 shares

   Change vs previous 13F -25,774 shares

   2.13% of the 13F portfolio, value $15,312,335.

   13F-HR 0001765380-25-000361 filed by PLANNING ALTERNATIVES LTD /ADV
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 718,640 shares

   Change vs previous 13F -15,979 shares

   2.18% of the 13F portfolio, value $14,214,696.

   13F-HR 0001765380-25-000209 filed by PLANNING ALTERNATIVES LTD /ADV
   Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 734,619 shares

   Change vs previous 13F +361,447 shares

   2.09% of the 13F portfolio, value $13,590,449.

   13F-HR 0001765380-25-000055 filed by PLANNING ALTERNATIVES LTD /ADV
   Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 373,172 shares

   Change vs previous 13F not available

   2.34% of the 13F portfolio, value $15,344,825.

   13F-HR 0001765380-24-000418 filed by PLANNING ALTERNATIVES LTD /ADV
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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