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Chicago Partners Investment Group LLC: SCHB position timeline

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

Chicago Partners Investment Group LLC held 1,109,222 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 1,109,222 shares
    Change vs previous 13F +139,915 shares

    0.63% of the 13F portfolio, value $31,668,279.

    13F-HR 0001563525-26-000003 filed by Chicago Partners 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 ended2026-03-31
    13F 969,307 shares
    Change vs previous 13F +2,955 shares

    0.6% of the 13F portfolio, value $26,636,555.

    13F-HR 0001563525-26-000002 filed by Chicago Partners 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 ended2025-12-31
    13F 966,352 shares
    Change vs previous 13F +14,417 shares

    0.63% of the 13F portfolio, value $25,724,302.

    13F-HR 0001563525-26-000001 filed by Chicago Partners 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 ended2025-09-30
    13F 951,935 shares
    Change vs previous 13F +23,104 shares

    0.66% of the 13F portfolio, value $25,188,203.

    13F-HR 0001563525-25-000013 filed by Chicago Partners Investment Group 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 928,831 shares
    Change vs previous 13F +30,169 shares

    0.66% of the 13F portfolio, value $22,737,772.

    13F-HR 0001563525-25-000003 filed by Chicago Partners Investment Group 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 898,662 shares
    Change vs previous 13F +333,832 shares

    0.65% of the 13F portfolio, value $19,420,093.

    13F-HR 0001563525-25-000002 filed by Chicago Partners Investment Group 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 564,830 shares
    Change vs previous 13F +37,192 shares

    0.43% of the 13F portfolio, value $12,906,360.

    13F-HR 0001563525-25-000001 filed by Chicago Partners Investment Group 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 527,638 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $11,782,154.

    13F-HR 0001563525-24-000007 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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