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Clark Asset Management, LLC: SCHB position timeline

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

Clark Asset Management, LLC held 269,334 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 269,334 shares
    Change vs previous 13F +26,813 shares

    0.61% of the 13F portfolio, value $7,799,917.

    13F-HR 0002063364-26-000174 filed by Clark Asset Management, 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 242,521 shares
    Change vs previous 13F +3,411 shares

    0.57% of the 13F portfolio, value $6,087,280.

    13F-HR 0002063364-26-000093 filed by Clark Asset Management, 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 239,110 shares
    Change vs previous 13F +185,853 shares

    0.65% of the 13F portfolio, value $6,271,853.

    13F-HR 0002063364-26-000031 filed by Clark Asset Management, 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 53,257 shares
    Change vs previous 13F +63 shares

    0.16% of the 13F portfolio, value $1,369,243.

    13F-HR 0002063364-25-000222 filed by Clark Asset Management, 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 53,194 shares
    Change vs previous 13F -4,065 shares

    0.17% of the 13F portfolio, value $1,267,620.

    13F-HR 0002063364-25-000181 filed by Clark Asset Management, 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 57,259 shares
    Change vs previous 13F -7,194 shares

    0.21% of the 13F portfolio, value $1,232,780.

    13F-HR 0002063364-25-000067 filed by Clark Asset Management, 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 64,453 shares
    Change vs previous 13F +43,274 shares

    0.27% of the 13F portfolio, value $1,463,075.

    13F-HR 0002063364-25-000004 filed by Clark Asset Management, 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 21,179 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,408,812.

    13F-HR 0002063364-25-000065 filed by Clark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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