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Badgley Phelps Wealth Managers, LLC: SCHB position timeline

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

Badgley Phelps Wealth Managers, LLC held 10,176 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,176 shares
    Change vs previous 13F -677 shares

    0.01% of the 13F portfolio, value $294,701.

    13F-HR 0001895362-26-000006 filed by Badgley Phelps Wealth Managers, 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 10,853 shares
    Change vs previous 13F -500 shares

    0.01% of the 13F portfolio, value $272,413.

    13F-HR 0001895362-26-000004 filed by Badgley Phelps Wealth Managers, 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 11,353 shares
    Change vs previous 13F -440 shares

    0.01% of the 13F portfolio, value $297,792.

    13F-HR 0001895362-26-000002 filed by Badgley Phelps Wealth Managers, 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 11,793 shares
    Change vs previous 13F -547 shares

    0.01% of the 13F portfolio, value $303,201.

    13F-HR 0001895362-25-000011 filed by Badgley Phelps Wealth Managers, 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 12,340 shares
    Change vs previous 13F -5 shares

    0.01% of the 13F portfolio, value $294,062.

    13F-HR 0001895362-25-000007 filed by Badgley Phelps Wealth Managers, 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 12,345 shares
    Change vs previous 13F +311 shares

    0.01% of the 13F portfolio, value $265,785.

    13F-HR 0001895362-25-000004 filed by Badgley Phelps Wealth Managers, 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 12,034 shares
    Change vs previous 13F +8,689 shares

    0.01% of the 13F portfolio, value $273,171.

    13F-HR 0001895362-25-000002 filed by Badgley Phelps Wealth Managers, 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 3,345 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $222,507.

    13F-HR 0001895362-24-000023 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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