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Disclosery

CHB Investment Group, LLC: SCHB position timeline

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

CHB Investment Group, LLC held 128,938 SCHB shares at 2025-06-30 per its 13F-HR filed 2025-07-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 128,938 shares
    Change vs previous 13F -90 shares

    1.57% of the 13F portfolio, value $3,073,000.

    13F-HR 0001933274-25-000005 filed by CHB Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 129,028 shares
    Change vs previous 13F -6,770 shares

    1.48% of the 13F portfolio, value $2,778,000.

    13F-HR 0001933274-25-000004 filed by CHB Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 135,798 shares
    Change vs previous 13F +87,699 shares

    1.67% of the 13F portfolio, value $3,083,000.

    13F-HR 0001933274-25-000001 filed by CHB Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 48,099 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $3,200,000.

    13F-HR 0001933274-24-000007 filed by CHB Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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