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Callahan Advisors, LLC: SCHB position timeline

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

Callahan Advisors, LLC held 89,990 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,990 shares
    Change vs previous 13F +3,301 shares

    0.2% of the 13F portfolio, value $2,606,117.

    13F-HR 0001140361-26-030698 filed by Callahan Advisors, 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 86,689 shares
    Change vs previous 13F +9,460 shares

    0.18% of the 13F portfolio, value $2,175,890.

    13F-HR 0001140361-26-020771 filed by Callahan Advisors, 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 77,229 shares
    Change vs previous 13F -1,109 shares

    0.17% of the 13F portfolio, value $2,025,729.

    13F-HR 0001140361-26-004098 filed by Callahan Advisors, 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 78,338 shares
    Change vs previous 13F +13,135 shares

    0.17% of the 13F portfolio, value $2,014,079.

    13F-HR 0001140361-25-039992 filed by Callahan Advisors, 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 65,203 shares
    Change vs previous 13F +3,390 shares

    0.14% of the 13F portfolio, value $1,553,794.

    13F-HR 0001140361-25-027574 filed by Callahan Advisors, 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 61,813 shares
    Change vs previous 13F +5,120 shares

    0.13% of the 13F portfolio, value $1,330,839.

    13F-HR 0001140361-25-016719 filed by Callahan Advisors, 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 56,693 shares
    Change vs previous 13F +37,348 shares

    0.12% of the 13F portfolio, value $1,286,924.

    13F-HR 0001140361-25-002693 filed by Callahan Advisors, 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 19,345 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,286,840.

    13F-HR 0001140361-24-044615 filed by Callahan Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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