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WALLER FINANCIAL PLANNING GROUP, INC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WALLER FINANCIAL PLANNING GROUP, INC on SCHD, newest first. How the timeline and the estimate are built.

WALLER FINANCIAL PLANNING GROUP, INC held 635,884 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 635,884 shares
    Change vs previous 13F -6,397 shares

    4.2% of the 13F portfolio, value $20,685,318.

    13F-HR 0001214659-26-012630 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 642,281 shares
    Change vs previous 13F -102,021 shares

    4.19% of the 13F portfolio, value $20,366,746.

    13F-HR 0001214659-26-008295 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 744,302 shares
    Change vs previous 13F +36,631 shares

    5.04% of the 13F portfolio, value $22,835,198.

    13F-HR 0001214659-26-004321 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 707,671 shares
    Change vs previous 13F -25,809 shares

    4.31% of the 13F portfolio, value $19,411,409.

    13F-HR 0001214659-26-000397 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 733,480 shares
    Change vs previous 13F +4,628 shares

    4.59% of the 13F portfolio, value $20,024,013.

    13F-HR 0001214659-25-014790 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 728,852 shares
    Change vs previous 13F +152,333 shares

    4.67% of the 13F portfolio, value $19,314,585.

    13F-HR 0001214659-25-009926 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 576,519 shares
    Change vs previous 13F -102,289 shares

    4.53% of the 13F portfolio, value $16,119,465.

    13F-HR 0001214659-25-005278 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 678,808 shares
    Change vs previous 13F not available

    4.67% of the 13F portfolio, value $18,545,029.

    13F-HR 0001214659-25-000086 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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