Skip to content
Disclosery

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

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

Sensible Financial Planning & Management, LLC. held 3,088,558 SCHP 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 3,088,558 shares
    Change vs previous 13F +66,563 shares

    15.12% of the 13F portfolio, value $83,236,646.

    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 3,021,995 shares
    Change vs previous 13F +17,009 shares

    15.31% of the 13F portfolio, value $80,626,838.

    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 3,004,986 shares
    Change vs previous 13F +69,465 shares

    16.13% of the 13F portfolio, value $80,804,069.

    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 2,935,521 shares
    Change vs previous 13F +1,439,787 shares

    15.72% of the 13F portfolio, value $75,824,513.

    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 1,495,734 shares
    Change vs previous 13F +25,392 shares

    15.84% of the 13F portfolio, value $80,216,000.

    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 1,470,342 shares
    Change vs previous 13F +20,879 shares

    16.52% of the 13F portfolio, value $76,472,000.

    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 1,449,463 shares
    Change vs previous 13F +67,407 shares

    16.72% of the 13F portfolio, value $75,604,000.

    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 1,382,056 shares
    Change vs previous 13F not available

    16.92% of the 13F portfolio, value $72,143,000.

    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).