Skip to content
Disclosery

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

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

Sensible Financial Planning & Management, LLC. held 495,277 SCHX 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 495,277 shares
    Change vs previous 13F -11,961 shares

    2.37% of the 13F portfolio, value $13,045,590.

    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 507,238 shares
    Change vs previous 13F +335 shares

    2.35% of the 13F portfolio, value $12,396,891.

    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 506,903 shares
    Change vs previous 13F -1,081 shares

    2.23% of the 13F portfolio, value $11,192,414.

    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 507,984 shares
    Change vs previous 13F +332,404 shares

    2.44% of the 13F portfolio, value $11,775,064.

    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 175,580 shares
    Change vs previous 13F -7,970 shares

    2.35% of the 13F portfolio, value $11,913,000.

    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 183,550 shares
    Change vs previous 13F -1,864 shares

    2.55% of the 13F portfolio, value $11,793,000.

    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 185,414 shares
    Change vs previous 13F -6,174 shares

    2.54% of the 13F portfolio, value $11,507,000.

    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 191,588 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $10,806,000.

    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).