Skip to content
Disclosery

Ballentine Partners, LLC: SCHE position timeline

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

Ballentine Partners, LLC held 636,075 SCHE 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 636,075 shares
    Change vs previous 13F -14,707 shares

    0.28% of the 13F portfolio, value $23,064,080.

    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 650,782 shares
    Change vs previous 13F -9,700 shares

    0.3% of the 13F portfolio, value $21,443,267.

    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 660,482 shares
    Change vs previous 13F -45,947 shares

    0.3% of the 13F portfolio, value $21,630,774.

    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 706,429 shares
    Change vs previous 13F -2,786 shares

    0.33% of the 13F portfolio, value $23,573,524.

    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 709,215 shares
    Change vs previous 13F +402 shares

    0.32% of the 13F portfolio, value $21,375,740.

    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 708,813 shares
    Change vs previous 13F -6,569 shares

    0.34% of the 13F portfolio, value $19,541,974.

    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 715,382 shares
    Change vs previous 13F -20,861 shares

    0.33% of the 13F portfolio, value $19,050,623.

    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 736,243 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $21,483,571.

    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).