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Disclosery

Carnegie Investment Counsel: SCHB position timeline

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

Carnegie Investment Counsel held 293,201 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 293,201 shares
    Change vs previous 13F -42,208 shares

    0.17% of the 13F portfolio, value $8,491,110.

    13F-HR 0001511506-26-000005 filed by Carnegie Investment Counsel
    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 335,409 shares
    Change vs previous 13F +8,657 shares

    0.16% of the 13F portfolio, value $8,418,761.

    13F-HR 0001511506-26-000004 filed by Carnegie Investment Counsel
    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 326,752 shares
    Change vs previous 13F +279,331 shares

    0.16% of the 13F portfolio, value $8,570,708.

    13F-HR 0001511506-26-000001 filed by Carnegie Investment Counsel
    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 47,421 shares
    Change vs previous 13F +271 shares

    0.02% of the 13F portfolio, value $1,219,182.

    13F-HR 0001511506-25-000005 filed by Carnegie Investment Counsel
    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 47,150 shares
    Change vs previous 13F +9,146 shares

    0.02% of the 13F portfolio, value $1,123,582.

    13F-HR 0001085146-25-004339 filed by Carnegie Investment Counsel
    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 38,004 shares
    Change vs previous 13F -2,167 shares

    0.02% of the 13F portfolio, value $736,901.

    13F-HR 0001085146-25-002648 filed by Carnegie Investment Counsel
    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 40,171 shares
    Change vs previous 13F +26,779 shares

    0.03% of the 13F portfolio, value $911,893.

    13F-HR 0001085146-25-000199 filed by Carnegie Investment Counsel
    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 13,392 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $890,822.

    13F-HR 0001085146-24-004838 filed by Carnegie Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

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