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DHJJ Financial Advisors, Ltd.: SCHB position timeline

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

DHJJ Financial Advisors, Ltd. held 106,371 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 106,371 shares
    Change vs previous 13F -4,178 shares

    0.89% of the 13F portfolio, value $3,080,492.

    13F-HR 0001844716-26-000004 filed by DHJJ Financial Advisors, Ltd.
    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 110,549 shares
    Change vs previous 13F -5,386 shares

    0.92% of the 13F portfolio, value $2,774,781.

    13F-HR 0001844716-26-000002 filed by DHJJ Financial Advisors, Ltd.
    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 115,935 shares
    Change vs previous 13F -7,021 shares

    1.01% of the 13F portfolio, value $3,040,977.

    13F-HR 0001844716-26-000001 filed by DHJJ Financial Advisors, Ltd.
    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 122,956 shares
    Change vs previous 13F +4,995 shares

    1.07% of the 13F portfolio, value $3,161,208.

    13F-HR 0001844716-25-000006 filed by DHJJ Financial Advisors, Ltd.
    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 117,961 shares
    Change vs previous 13F -6,943 shares

    1.02% of the 13F portfolio, value $2,811,023.

    13F-HR 0001844716-25-000003 filed by DHJJ Financial Advisors, Ltd.
    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 124,904 shares
    Change vs previous 13F -7,584 shares

    1.08% of the 13F portfolio, value $2,689,174.

    13F-HR 0001844716-25-000002 filed by DHJJ Financial Advisors, Ltd.
    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 132,488 shares
    Change vs previous 13F +88,056 shares

    1.17% of the 13F portfolio, value $3,007,485.

    13F-HR 0001844716-25-000001 filed by DHJJ Financial Advisors, Ltd.
    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 44,432 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $2,955,604.

    13F-HR 0001844716-24-000005 filed by DHJJ Financial Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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