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Disclosery

Ballentine Partners, LLC: SCHF position timeline

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

Ballentine Partners, LLC held 69,749 SCHF 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 69,749 shares
    Change vs previous 13F +2,408 shares

    0.02% of the 13F portfolio, value $1,932,047.

    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 67,341 shares
    Change vs previous 13F +2,526 shares

    0.02% of the 13F portfolio, value $1,666,694.

    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 64,815 shares
    Change vs previous 13F +18,388 shares

    0.02% of the 13F portfolio, value $1,558,153.

    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 46,427 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,080,821.

    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 46,427 shares
    Change vs previous 13F +173 shares

    0.02% of the 13F portfolio, value $1,026,037.

    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 46,254 shares
    Change vs previous 13F +1,270 shares

    0.02% of the 13F portfolio, value $914,904.

    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 44,984 shares
    Change vs previous 13F +26,601 shares

    0.01% of the 13F portfolio, value $832,204.

    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 18,383 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $755,909.

    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).