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Disclosery

RCS Financial Planning, LLC: SCHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RCS Financial Planning, LLC on SCHF, newest first. How the timeline and the estimate are built.

RCS Financial Planning, LLC held 37,376 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,376 shares
    Change vs previous 13F -605 shares

    0.49% of the 13F portfolio, value $1,035,315.

    13F-HR 0001963347-26-000003 filed by RCS Financial Planning, LLC
    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 37,981 shares
    Change vs previous 13F +10,305 shares

    0.49% of the 13F portfolio, value $940,037.

    13F-HR 0001963347-26-000002 filed by RCS Financial Planning, LLC
    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 27,676 shares
    Change vs previous 13F -1,474 shares

    0.29% of the 13F portfolio, value $665,338.

    13F-HR 0001963347-26-000001 filed by RCS Financial Planning, LLC
    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 29,150 shares
    Change vs previous 13F +7,906 shares

    0.3% of the 13F portfolio, value $678,619.

    13F-HR 0001963347-25-000003 filed by RCS Financial Planning, LLC
    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 21,244 shares
    Change vs previous 13F +4,396 shares

    0.23% of the 13F portfolio, value $469,502.

    13F-HR 0001085146-25-004205 filed by RCS Financial Planning, LLC
    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 16,848 shares
    Change vs previous 13F +6,830 shares

    0.18% of the 13F portfolio, value $333,262.

    13F-HR 0001085146-25-002334 filed by RCS Financial Planning, LLC
    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 10,018 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $185,341.

    13F-HR 0001085146-25-000421 filed by RCS Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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