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Chesley Taft & Associates LLC: SCHB position timeline

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

Chesley Taft & Associates LLC held 126,043 SCHB shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 126,043 shares
    Change vs previous 13F -1,590 shares

    0.14% of the 13F portfolio, value $3,694,320.

    13F-HR 0001164632-26-000006 filed by Chesley Taft & Associates LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 127,633 shares
    Change vs previous 13F -3,072 shares

    0.14% of the 13F portfolio, value $3,696,252.

    13F-HR 0001164632-26-000004 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 130,705 shares
    Change vs previous 13F +384 shares

    0.14% of the 13F portfolio, value $3,280,696.

    13F-HR 0001164632-26-000002 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 130,321 shares
    Change vs previous 13F +60,715 shares

    0.13% of the 13F portfolio, value $3,418,320.

    13F-HR 0001164632-26-000001 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 69,606 shares
    Change vs previous 13F -1,000 shares

    0.08% of the 13F portfolio, value $1,789,570.

    13F-HR 0001085146-25-005836 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 70,606 shares
    Change vs previous 13F -900 shares

    0.08% of the 13F portfolio, value $1,682,541.

    13F-HR 0001085146-25-003693 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 71,506 shares
    Change vs previous 13F +4,827 shares

    0.07% of the 13F portfolio, value $1,539,524.

    13F-HR 0001085146-25-002016 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 66,679 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,513,613.

    13F-HR 0001085146-25-000305 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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