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Disclosery

CHOREO, LLC: SCHB position timeline

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

CHOREO, LLC held 128,669 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,669 shares
    Change vs previous 13F +9,096 shares

    0.04% of the 13F portfolio, value $3,726,239.

    13F-HR 0001214659-26-009507 filed by CHOREO, 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 119,573 shares
    Change vs previous 13F -11,223 shares

    0.04% of the 13F portfolio, value $3,001,283.

    13F-HR 0001214659-26-006019 filed by CHOREO, 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 130,796 shares
    Change vs previous 13F +2,132 shares

    0.04% of the 13F portfolio, value $3,458,250.

    13F-HR 0001214659-26-000775 filed by CHOREO, 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 128,664 shares
    Change vs previous 13F -308 shares

    0.04% of the 13F portfolio, value $3,307,953.

    13F-HR 0001214659-25-016169 filed by CHOREO, 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 128,972 shares
    Change vs previous 13F +60,210 shares

    0.04% of the 13F portfolio, value $3,073,404.

    13F-HR 0001214659-25-011879 filed by CHOREO, 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 68,762 shares
    Change vs previous 13F -15,180 shares

    0.02% of the 13F portfolio, value $1,480,442.

    13F-HR 0001214659-25-006995 filed by CHOREO, 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 83,942 shares
    Change vs previous 13F +35,105 shares

    0.04% of the 13F portfolio, value $2,527,348.

    13F-HR 0001214659-25-001353 filed by CHOREO, 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 48,837 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,217,370.

    13F-HR 0001214659-24-018521 filed by CHOREO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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