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Disclosery

Abound Wealth Management: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Abound Wealth Management on SCHB, newest first. How the timeline and the estimate are built.

Abound Wealth Management held 37,430 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,430 shares
    Change vs previous 13F +629 shares

    0.22% of the 13F portfolio, value $1,083,967.

    13F-HR 0001950323-26-000007 filed by Abound Wealth Management
    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 36,801 shares
    Change vs previous 13F +5,221 shares

    0.21% of the 13F portfolio, value $923,698.

    13F-HR 0001950323-26-000005 filed by Abound Wealth Management
    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 31,580 shares
    Change vs previous 13F +3,796 shares

    0.19% of the 13F portfolio, value $828,340.

    13F-HR 0001950323-26-000003 filed by Abound Wealth Management
    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 27,784 shares
    Change vs previous 13F +1,066 shares

    0.18% of the 13F portfolio, value $714,332.

    13F-HR 0001950323-25-000013 filed by Abound Wealth Management
    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 26,718 shares
    Change vs previous 13F +17,029 shares

    0.18% of the 13F portfolio, value $636,700.

    13F-HR 0001950323-25-000009 filed by Abound Wealth Management
    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 9,689 shares
    Change vs previous 13F +53 shares

    0.07% of the 13F portfolio, value $208,600.

    13F-HR 0001950323-25-000007 filed by Abound Wealth Management
    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 9,636 shares
    Change vs previous 13F +5,650 shares

    0.07% of the 13F portfolio, value $218,748.

    13F-HR 0001950323-25-000002 filed by Abound Wealth Management
    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 3,986 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $265,123.

    13F-HR 0001398344-24-019861 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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