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Disclosery

Planning Capital Management Corp: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Planning Capital Management Corp on SCHB, newest first. How the timeline and the estimate are built.

Planning Capital Management Corp held 50,261 SCHB shares at 2024-09-30 per its 13F-HR filed 2024-11-06.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 50,261 shares
    Change vs previous 13F -342 shares

    2.22% of the 13F portfolio, value $3,343,345.

    13F-HR 0002012016-24-000005 filed by Planning Capital Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 50,603 shares
    Change vs previous 13F -3,584 shares

    2.25% of the 13F portfolio, value $3,181,408.

    13F-HR 0002012016-24-000003 filed by Planning Capital Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 54,187 shares
    Change vs previous 13F -3,361 shares

    2.42% of the 13F portfolio, value $3,308,099.

    13F-HR 0002012016-24-000002 filed by Planning Capital Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 57,548 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $3,203,682.

    13F-HR 0002012016-24-000001 filed by Planning Capital Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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