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Disclosery

Strategic Financial Planning, Inc.: SCHA position timeline

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

Strategic Financial Planning, Inc. held 605,509 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 605,509 shares
    Change vs previous 13F +605,509 shares

    11.42% of the 13F portfolio, value $21,872,277.

    13F-HR 0001214659-26-010179 filed by Strategic Financial Planning, Inc.
    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 0 shares
    Change vs previous 13F -704,165 shares

    13F-HR 0001214659-26-006173 filed by Strategic Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 704,165 shares
    Change vs previous 13F -37,546 shares

    11.41% of the 13F portfolio, value $20,054,614.

    13F-HR 0001214659-26-002083 filed by Strategic Financial Planning, Inc.
    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 741,711 shares
    Change vs previous 13F -21,046 shares

    11.99% of the 13F portfolio, value $20,693,726.

    13F-HR 0001214659-25-016430 filed by Strategic Financial Planning, Inc.
    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 762,757 shares
    Change vs previous 13F +1,307 shares

    12.02% of the 13F portfolio, value $19,297,749.

    13F-HR 0001214659-25-011946 filed by Strategic Financial Planning, Inc.
    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 761,450 shares
    Change vs previous 13F +508 shares

    12.3% of the 13F portfolio, value $17,840,771.

    13F-HR 0001214659-25-007548 filed by Strategic Financial Planning, Inc.
    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 760,942 shares
    Change vs previous 13F +392,252 shares

    13.41% of the 13F portfolio, value $19,677,965.

    13F-HR 0001214659-25-002552 filed by Strategic Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 368,690 shares
    Change vs previous 13F not available

    12.55% of the 13F portfolio, value $18,987,519.

    13F-HR 0001214659-24-017949 filed by Strategic Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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