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Disclosery

Total Wealth Planning, LLC: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Total Wealth Planning, LLC on SCHG, newest first. How the timeline and the estimate are built.

Total Wealth Planning, LLC held 22,926 SCHG shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 22,926 shares
    Change vs previous 13F -260,664 shares

    1.6% of the 13F portfolio, value $747,848.

    13F-HR 0001951757-26-000432 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 283,590 shares
    Change vs previous 13F -16,269 shares

    1.05% of the 13F portfolio, value $9,049,363.

    13F-HR 0001951757-25-001163 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 299,859 shares
    Change vs previous 13F +1,381 shares

    1.11% of the 13F portfolio, value $8,758,871.

    13F-HR 0001951757-25-000851 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 298,478 shares
    Change vs previous 13F -14,807 shares

    1.14% of the 13F portfolio, value $7,473,888.

    13F-HR 0001951757-25-000369 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 313,285 shares
    Change vs previous 13F +234,997 shares

    1.36% of the 13F portfolio, value $8,731,255.

    13F-HR 0001951757-25-000031 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 78,288 shares
    Change vs previous 13F -1,794 shares

    1.27% of the 13F portfolio, value $8,156,080.

    13F-HR 0001951757-24-001008 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 80,082 shares
    Change vs previous 13F -6,999 shares

    1.37% of the 13F portfolio, value $8,373,394.

    13F-HR 0001951757-24-000632 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 87,081 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $8,074,194.

    13F-HR 0001951757-24-000335 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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