RCS Financial Planning, LLC: SCHG position timeline

RCS Financial Planning, LLC held 30,012 SCHG 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 30,012 shares

   Change vs previous 13F +10 shares

   0.48% of the 13F portfolio, value $1,015,611.

   13F-HR 0001963347-26-000003 filed by RCS Financial Planning, LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 30,002 shares

   Change vs previous 13F +13,812 shares

   0.45% of the 13F portfolio, value $873,957.

   13F-HR 0001963347-26-000002 filed by RCS Financial Planning, LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 16,190 shares

   Change vs previous 13F -493 shares

   0.23% of the 13F portfolio, value $528,118.

   13F-HR 0001963347-26-000001 filed by RCS Financial Planning, LLC
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 16,683 shares

   Change vs previous 13F +6,916 shares

   0.24% of the 13F portfolio, value $532,355.

   13F-HR 0001963347-25-000003 filed by RCS Financial Planning, LLC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 9,767 shares

   Change vs previous 13F not available

   0.14% of the 13F portfolio, value $285,294.

   13F-HR 0001085146-25-004205 filed by RCS Financial Planning, LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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