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Disclosery

Ballentine Partners, LLC: SCHB position timeline

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

Ballentine Partners, LLC held 3,253,122 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,253,122 shares
    Change vs previous 13F -4,570 shares

    1.15% of the 13F portfolio, value $94,210,413.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, 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 3,257,692 shares
    Change vs previous 13F +48,399 shares

    1.14% of the 13F portfolio, value $81,768,069.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, 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 3,209,293 shares
    Change vs previous 13F -28,060 shares

    1.18% of the 13F portfolio, value $84,179,755.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, 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 3,237,353 shares
    Change vs previous 13F -34,926 shares

    1.16% of the 13F portfolio, value $83,232,346.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, 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 3,272,279 shares
    Change vs previous 13F +186,376 shares

    1.17% of the 13F portfolio, value $77,978,409.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, 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 3,085,903 shares
    Change vs previous 13F -36,930 shares

    1.15% of the 13F portfolio, value $66,439,492.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, 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 3,122,833 shares
    Change vs previous 13F +2,055,961 shares

    1.21% of the 13F portfolio, value $70,888,309.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, 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 1,066,872 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $70,968,325.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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