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D.B. Root & Company, LLC: SCHB position timeline

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

D.B. Root & Company, LLC held 470,345 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 470,345 shares
    Change vs previous 13F +8,849 shares

    2.89% of the 13F portfolio, value $13,621,187.

    13F-HR 0001731717-26-000003 filed by D.B. Root & Company, 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 461,496 shares
    Change vs previous 13F +428 shares

    2.77% of the 13F portfolio, value $11,583,551.

    13F-HR 0001731717-26-000002 filed by D.B. Root & Company, 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 461,068 shares
    Change vs previous 13F -5,945 shares

    2.95% of the 13F portfolio, value $12,093,822.

    13F-HR 0001731717-26-000001 filed by D.B. Root & Company, 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 467,013 shares
    Change vs previous 13F -11,342 shares

    3.05% of the 13F portfolio, value $12,006,898.

    13F-HR 0001731717-25-000002 filed by D.B. Root & Company, 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 478,355 shares
    Change vs previous 13F -3,877 shares

    3.37% of the 13F portfolio, value $11,399,206.

    13F-HR 0001172661-25-002672 filed by D.B. Root & Company, 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 482,232 shares
    Change vs previous 13F +3,027 shares

    3.35% of the 13F portfolio, value $10,382,451.

    13F-HR 0001172661-25-001837 filed by D.B. Root & Company, 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 479,205 shares
    Change vs previous 13F +318,009 shares

    3.46% of the 13F portfolio, value $10,877,956.

    13F-HR 0001172661-25-000250 filed by D.B. Root & Company, 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 161,196 shares
    Change vs previous 13F not available

    3.53% of the 13F portfolio, value $10,722,772.

    13F-HR 0001172661-24-004425 filed by D.B. Root & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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