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Disclosery

WealthPLAN Partners, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthPLAN Partners, LLC on SCHD, newest first. How the timeline and the estimate are built.

WealthPLAN Partners, LLC held 192,517 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 192,517 shares
    Change vs previous 13F +5,529 shares

    1.17% of the 13F portfolio, value $6,104,716.

    13F-HR 0001639943-26-000004 filed by WealthPLAN Partners, LLC
    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 186,988 shares
    Change vs previous 13F -6,585 shares

    1.11% of the 13F portfolio, value $5,736,790.

    13F-HR 0001639943-26-000003 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 193,573 shares
    Change vs previous 13F -19,159 shares

    0.79% of the 13F portfolio, value $5,309,698.

    13F-HR 0001639943-26-000001 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 212,732 shares
    Change vs previous 13F +2,579 shares

    0.87% of the 13F portfolio, value $5,807,578.

    13F-HR 0001639943-25-000002 filed by WealthPLAN Partners, LLC
    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 210,153 shares
    Change vs previous 13F -5,655 shares

    0.9% of the 13F portfolio, value $5,569,068.

    13F-HR 0001929986-25-000005 filed by WealthPLAN Partners, LLC
    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 215,808 shares
    Change vs previous 13F -1,747 shares

    0.85% of the 13F portfolio, value $6,033,999.

    13F-HR 0002009530-25-000004 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 217,555 shares
    Change vs previous 13F +148,915 shares

    0.84% of the 13F portfolio, value $5,943,596.

    13F-HR 0001929986-25-000002 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 68,640 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $5,802,102.

    13F-HR 0001929986-24-000005 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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