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Disclosery

Planning Capital Management Corp: SCHX position timeline

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

Planning Capital Management Corp held 5,336 SCHX 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 5,336 shares
    Change vs previous 13F -219 shares

    0.24% of the 13F portfolio, value $362,014.

    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 5,555 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $356,935.

    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 5,555 shares
    Change vs previous 13F -1,087 shares

    0.25% of the 13F portfolio, value $344,768.

    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 6,642 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $374,607.

    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).