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Disclosery

Planning Center, Inc.: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Planning Center, Inc. on SCHG, newest first. How the timeline and the estimate are built.

Planning Center, Inc. held 31,759 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,759 shares
    Change vs previous 13F +463 shares

    0.1% of the 13F portfolio, value $1,074,733.

    13F-HR 0001910966-26-000005 filed by Planning Center, Inc.
    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 31,296 shares
    Change vs previous 13F -816 shares

    0.09% of the 13F portfolio, value $911,639.

    13F-HR 0001910966-26-000003 filed by Planning Center, Inc.
    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 32,112 shares
    Change vs previous 13F -276 shares

    0.11% of the 13F portfolio, value $1,047,493.

    13F-HR 0001910966-26-000001 filed by Planning Center, Inc.
    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 32,388 shares
    Change vs previous 13F -152 shares

    0.11% of the 13F portfolio, value $1,033,511.

    13F-HR 0001910966-25-000008 filed by Planning Center, Inc.
    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 32,540 shares
    Change vs previous 13F -2,659 shares

    0.11% of the 13F portfolio, value $950,490.

    13F-HR 0001910966-25-000007 filed by Planning Center, Inc.
    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 35,199 shares
    Change vs previous 13F +10 shares

    0.1% of the 13F portfolio, value $881,377.

    13F-HR 0001910966-25-000003 filed by Planning Center, Inc.
    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 35,189 shares
    Change vs previous 13F +26,434 shares

    0.12% of the 13F portfolio, value $980,723.

    13F-HR 0001910966-25-000001 filed by Planning Center, Inc.
    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 8,755 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $912,095.

    13F-HR 0001910966-24-000007 filed by Planning Center, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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