Skip to content
Disclosery

XY Planning Network, Inc.: SCHO position timeline

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

XY Planning Network, Inc. held 105,903 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,903 shares
    Change vs previous 13F -784 shares

    0.32% of the 13F portfolio, value $2,556,504.

    13F-HR 0001754960-26-000525 filed by XY Planning Network, 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 106,687 shares
    Change vs previous 13F +13,053 shares

    0.41% of the 13F portfolio, value $2,581,829.

    13F-HR 0001754960-26-000253 filed by XY Planning Network, Inc.
    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 93,634 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,281,862.

    13F-HR 0001754960-26-000116 filed by XY Planning Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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