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Disclosery

Avalon Advisory Group: SCHB position timeline

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

Avalon Advisory Group held 154,624 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 154,624 shares
    Change vs previous 13F -499 shares

    1.65% of the 13F portfolio, value $4,477,911.

    13F-HR 0001802119-26-000003 filed by Avalon Advisory Group
    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 155,123 shares
    Change vs previous 13F -2,686 shares

    1.57% of the 13F portfolio, value $3,893,587.

    13F-HR 0001802119-26-000002 filed by Avalon Advisory Group
    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 157,809 shares
    Change vs previous 13F -106 shares

    1.69% of the 13F portfolio, value $4,139,330.

    13F-HR 0001802119-26-000001 filed by Avalon Advisory Group
    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 157,915 shares
    Change vs previous 13F -1,118 shares

    1.65% of the 13F portfolio, value $4,059,995.

    13F-HR 0001802119-25-000004 filed by Avalon Advisory Group
    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 159,033 shares
    Change vs previous 13F +18,408 shares

    1.63% of the 13F portfolio, value $3,789,756.

    13F-HR 0001172661-25-002583 filed by Avalon Advisory Group
    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 140,625 shares
    Change vs previous 13F -26,065 shares

    1.43% of the 13F portfolio, value $3,027,656.

    13F-HR 0001172661-25-001858 filed by Avalon Advisory Group
    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 166,690 shares
    Change vs previous 13F +111,053 shares

    1.73% of the 13F portfolio, value $3,783,863.

    13F-HR 0001172661-25-000197 filed by Avalon Advisory Group
    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 55,637 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $3,700,973.

    13F-HR 0001172661-24-004842 filed by Avalon Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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