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Disclosery

Total Wealth Planning, LLC: SCHV position timeline

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

Total Wealth Planning, LLC held 16,150 SCHV 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 16,150 shares
    Change vs previous 13F -293,554 shares

    1.02% of the 13F portfolio, value $478,190.

    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 309,704 shares
    Change vs previous 13F -2,852 shares

    1.04% of the 13F portfolio, value $9,015,486.

    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 312,556 shares
    Change vs previous 13F +27,318 shares

    1.09% of the 13F portfolio, value $8,648,428.

    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 285,238 shares
    Change vs previous 13F -7,440 shares

    1.16% of the 13F portfolio, value $7,581,614.

    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 292,678 shares
    Change vs previous 13F +186,440 shares

    1.19% of the 13F portfolio, value $7,630,110.

    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 106,238 shares
    Change vs previous 13F -2,956 shares

    1.33% of the 13F portfolio, value $8,538,313.

    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 109,194 shares
    Change vs previous 13F -6,789 shares

    1.38% of the 13F portfolio, value $8,430,906.

    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 115,983 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $8,812,356.

    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).