Blue Investment Partners LLC: SCHB position timeline

Blue Investment Partners LLC held 583,483 SCHB shares at 2025-06-30 per its 13F-HR filed 2025-08-06.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 583,483 shares

   Change vs previous 13F -3,528 shares

   4.88% of the 13F portfolio, value $13,904,400.

   13F-HR 0001754960-25-000547 filed by Blue Investment Partners LLC
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

2. period ended2025-03-31

   13F 587,011 shares

   Change vs previous 13F +16,114 shares

   4.76% of the 13F portfolio, value $12,638,347.

   13F-HR 0001754960-25-000299 filed by Blue Investment Partners LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

3. period ended2024-12-31

   13F 570,897 shares

   Change vs previous 13F +383,412 shares

   4.76% of the 13F portfolio, value $12,959,362.

   13F-HR 0001754960-25-000139 filed by Blue Investment Partners LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

4. period ended2024-09-30

   13F 187,485 shares

   Change vs previous 13F +9,792 shares

   5.14% of the 13F portfolio, value $12,471,502.

   13F-HR 0001754960-24-000568 filed by Blue Investment Partners LLC
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

5. period ended2024-06-30

   13F 177,693 shares

   Change vs previous 13F +6,097 shares

   5.06% of the 13F portfolio, value $11,171,559.

   13F-HR 0001754960-24-000430 filed by Blue Investment Partners LLC
   Filed 2024-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

6. period ended2024-03-31

   13F 171,596 shares

   Change vs previous 13F +20,341 shares

   5.45% of the 13F portfolio, value $10,475,936.

   13F-HR 0001754960-24-000209 filed by Blue Investment Partners LLC
   Filed 2024-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

7. period ended2023-12-31

   13F 151,255 shares

   Change vs previous 13F +5,706 shares

   5.49% of the 13F portfolio, value $8,420,366.

   13F-HR 0001754960-24-000085 filed by Blue Investment Partners LLC
   Filed 2024-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

8. period ended2023-09-30

   13F 145,549 shares

   Change vs previous 13F not available

   5.77% of the 13F portfolio, value $7,255,618.

   13F-HR 0001754960-23-000328 filed by Blue Investment Partners LLC
   Filed 2023-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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