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Disclosery

Arax Advisory Partners: SCHB position timeline

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

Arax Advisory Partners held 238,396 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 238,396 shares
    Change vs previous 13F +55,942 shares

    0.05% of the 13F portfolio, value $6,903,975.

    13F-HR 0001586767-26-000006 filed by Arax Advisory Partners
    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 182,454 shares
    Change vs previous 13F -1,116 shares

    0.13% of the 13F portfolio, value $4,579,595.

    13F-HR 0001586767-26-000003 filed by Arax Advisory Partners
    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 183,570 shares
    Change vs previous 13F -3,866,498 shares

    0.14% of the 13F portfolio, value $4,815,049.

    13F-HR 0001586767-26-000001 filed by Arax Advisory Partners
    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 4,050,068 shares
    Change vs previous 13F +3,877,998 shares

    1.59% of the 13F portfolio, value $110,655,590.

    13F-HR 0001586767-25-000010 filed by Arax Advisory Partners
    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 172,070 shares
    Change vs previous 13F -8,065 shares

    0.19% of the 13F portfolio, value $4,192,676.

    13F-HR 0001586767-25-000008 filed by Arax Advisory Partners
    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 180,135 shares
    Change vs previous 13F +3,470 shares

    0.25% of the 13F portfolio, value $3,878,306.

    13F-HR 0001586767-25-000007 filed by Arax Advisory Partners
    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 176,665 shares
    Change vs previous 13F +119,494 shares

    0.25% of the 13F portfolio, value $4,010,334.

    13F-HR 0001586767-25-000001 filed by Arax Advisory Partners
    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 57,171 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,802,982.

    13F-HR 0001586767-24-000006 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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