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PLANNING DIRECTIONS INC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PLANNING DIRECTIONS INC on SCHD, newest first. How the timeline and the estimate are built.

PLANNING DIRECTIONS INC held 459,308 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 459,308 shares
    Change vs previous 13F -25,740 shares

    6.75% of the 13F portfolio, value $14,564,664.

    13F-HR 0000821103-26-000007 filed by PLANNING DIRECTIONS 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 485,048 shares
    Change vs previous 13F -859,612 shares

    7.53% of the 13F portfolio, value $14,881,267.

    13F-HR 0000821103-26-000005 filed by PLANNING DIRECTIONS 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 1,344,660 shares
    Change vs previous 13F -17,096 shares

    18.59% of the 13F portfolio, value $36,884,021.

    13F-HR 0000821103-26-000001 filed by PLANNING DIRECTIONS 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 1,361,756 shares
    Change vs previous 13F +54,458 shares

    19.4% of the 13F portfolio, value $37,175,945.

    13F-HR 0000821103-25-000002 filed by PLANNING DIRECTIONS 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 1,307,298 shares
    Change vs previous 13F +27,216 shares

    19.5% of the 13F portfolio, value $34,643,409.

    13F-HR 0001085146-25-004445 filed by PLANNING DIRECTIONS 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 1,280,082 shares
    Change vs previous 13F +118,878 shares

    15.3% of the 13F portfolio, value $35,791,097.

    13F-HR 0001085146-25-002474 filed by PLANNING DIRECTIONS 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 1,161,204 shares
    Change vs previous 13F +793,825 shares

    18.41% of the 13F portfolio, value $31,724,086.

    13F-HR 0001085146-25-000840 filed by PLANNING DIRECTIONS 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 367,379 shares
    Change vs previous 13F not available

    18.49% of the 13F portfolio, value $31,054,514.

    13F-HR 0001085146-24-005391 filed by PLANNING DIRECTIONS INC
    Filed (acceptance time not in the bulk data set), ingested

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