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Sensible Financial Planning & Management, LLC.: SCHH position timeline

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

Sensible Financial Planning & Management, LLC. held 322,193 SCHH shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 322,193 shares
    Change vs previous 13F -11,708 shares

    1.26% of the 13F portfolio, value $6,949,711.

    13F-HR 0002063364-25-000274 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 333,901 shares
    Change vs previous 13F -21,654 shares

    1.34% of the 13F portfolio, value $7,065,352.

    13F-HR 0002063364-25-000195 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 355,555 shares
    Change vs previous 13F +7,943 shares

    1.53% of the 13F portfolio, value $7,647,988.

    13F-HR 0002063364-25-000045 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 347,612 shares
    Change vs previous 13F -4,083 shares

    1.52% of the 13F portfolio, value $7,320,717.

    13F-HR 0001567738-25-000002 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 351,695 shares
    Change vs previous 13F +4,555 shares

    1.61% of the 13F portfolio, value $8,149,000.

    13F-HR 0001567738-24-000011 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 347,140 shares
    Change vs previous 13F +16,046 shares

    1.5% of the 13F portfolio, value $6,932,000.

    13F-HR 0001567738-24-000007 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 331,094 shares
    Change vs previous 13F +11,728 shares

    1.49% of the 13F portfolio, value $6,721,000.

    13F-HR 0001567738-24-000005 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 319,366 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $6,614,000.

    13F-HR 0001567738-24-000002 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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