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Disclosery

BSW Wealth Partners: SCHB position timeline

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

BSW Wealth Partners held 62,590 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,590 shares
    Change vs previous 13F -906 shares

    0.2% of the 13F portfolio, value $1,812,602.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    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 63,496 shares
    Change vs previous 13F -97 shares

    0.19% of the 13F portfolio, value $1,593,742.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    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 63,593 shares
    Change vs previous 13F -2,558 shares

    0.2% of the 13F portfolio, value $1,668,034.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    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 66,151 shares
    Change vs previous 13F -2,674 shares

    0.21% of the 13F portfolio, value $1,700,736.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    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 68,825 shares
    Change vs previous 13F -8,227 shares

    0.22% of the 13F portfolio, value $1,640,096.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    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 77,052 shares
    Change vs previous 13F -248 shares

    0.25% of the 13F portfolio, value $1,658,933.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    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 77,300 shares
    Change vs previous 13F +51,132 shares

    0.26% of the 13F portfolio, value $1,754,702.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    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 26,168 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,740,678.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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