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Disclosery

Burton Enright Welch: SCHB position timeline

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

Burton Enright Welch held 35,105 SCHB 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 35,105 shares
    Change vs previous 13F -31 shares

    0.12% of the 13F portfolio, value $1,016,650.

    13F-HR 0002105919-26-000020 filed by Burton Enright Welch
    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 35,136 shares
    Change vs previous 13F -423 shares

    0.12% of the 13F portfolio, value $881,916.

    13F-HR 0002105919-26-000019 filed by Burton Enright Welch
    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 35,559 shares
    Change vs previous 13F -666 shares

    0.13% of the 13F portfolio, value $932,716.

    13F-HR 0002105919-26-000002 filed by Burton Enright Welch
    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 36,225 shares
    Change vs previous 13F -338 shares

    0.14% of the 13F portfolio, value $931,357.

    13F-HR 0002105919-26-000018 filed by Burton Enright Welch
    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 36,563 shares
    Change vs previous 13F -707 shares

    0.15% of the 13F portfolio, value $871,302.

    13F-HR 0002105919-26-000017 filed by Burton Enright Welch
    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 37,270 shares
    Change vs previous 13F -642 shares

    0.16% of the 13F portfolio, value $802,429.

    13F-HR 0002105919-26-000016 filed by Burton Enright Welch
    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 37,912 shares
    Change vs previous 13F +25,503 shares

    0.18% of the 13F portfolio, value $860,596.

    13F-HR 0002105919-26-000015 filed by Burton Enright Welch
    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 12,409 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $825,434.

    13F-HR 0002105919-26-000014 filed by Burton Enright Welch
    Filed (acceptance time not in the bulk data set), ingested

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