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Disclosery

Bawa N Mallick Trust: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bawa N Mallick Trust on SCHB, newest first. How the timeline and the estimate are built.

Bawa N Mallick Trust held 218,107 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 218,107 shares
    Change vs previous 13F +5,917 shares

    2.04% of the 13F portfolio, value $6,316,393.

    13F-HR 0002040013-26-000015 filed by Bawa N Mallick Trust
    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 212,190 shares
    Change vs previous 13F 0 shares

    2.18% of the 13F portfolio, value $5,325,969.

    13F-HR 0002040013-26-000012 filed by Bawa N Mallick Trust
    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 212,190 shares
    Change vs previous 13F 0 shares

    2.07% of the 13F portfolio, value $5,565,744.

    13F-HR 0002040013-26-000010 filed by Bawa N Mallick Trust
    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 212,190 shares
    Change vs previous 13F 0 shares

    2.06% of the 13F portfolio, value $5,455,405.

    13F-HR 0002040013-26-000009 filed by Bawa N Mallick Trust
    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 212,190 shares
    Change vs previous 13F 0 shares

    2.09% of the 13F portfolio, value $5,056,488.

    13F-HR 0002040013-26-000008 filed by Bawa N Mallick Trust
    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 212,190 shares
    Change vs previous 13F 0 shares

    2.16% of the 13F portfolio, value $4,568,451.

    13F-HR 0002040013-26-000006 filed by Bawa N Mallick Trust
    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 212,190 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $4,816,713.

    13F-HR 0002040013-26-000005 filed by Bawa N Mallick Trust
    Filed (acceptance time not in the bulk data set), ingested

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