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Disclosery

Planning Capital Management Corp: SCHD position timeline

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

Planning Capital Management Corp held 26,807 SCHD 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 26,807 shares
    Change vs previous 13F +97 shares

    1.5% of the 13F portfolio, value $2,265,980.

    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 26,710 shares
    Change vs previous 13F +500 shares

    1.47% of the 13F portfolio, value $2,076,936.

    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 26,210 shares
    Change vs previous 13F -11,521 shares

    1.54% of the 13F portfolio, value $2,113,278.

    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 37,731 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $2,872,475.

    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).