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Disclosery

D.A. DAVIDSON & CO.: SCHB position timeline

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

D.A. DAVIDSON & CO. held 57,712 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,712 shares
    Change vs previous 13F -100 shares

    0.01% of the 13F portfolio, value $1,671,340.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 57,812 shares
    Change vs previous 13F +2,944 shares

    0.01% of the 13F portfolio, value $1,451,081.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 54,868 shares
    Change vs previous 13F -1,778 shares

    0.01% of the 13F portfolio, value $1,439,188.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 56,646 shares
    Change vs previous 13F +1,032 shares

    0.01% of the 13F portfolio, value $1,456,369.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 55,614 shares
    Change vs previous 13F +2,172 shares

    0.01% of the 13F portfolio, value $1,325,282.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 53,442 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,150,606.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 53,442 shares
    Change vs previous 13F +35,628 shares

    0.01% of the 13F portfolio, value $1,213,133.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 17,814 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,184,987.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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