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Disclosery

Elgethun Capital Management: SCHB position timeline

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

Elgethun Capital Management held 562,608 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 562,608 shares
    Change vs previous 13F -4,037 shares

    2.27% of the 13F portfolio, value $16,293,141.

    13F-HR 0001420506-26-001332 filed by Elgethun Capital Management
    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 566,645 shares
    Change vs previous 13F +34,865 shares

    2.35% of the 13F portfolio, value $14,222,797.

    13F-HR 0001420506-26-000980 filed by Elgethun Capital Management
    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 531,780 shares
    Change vs previous 13F -107,827 shares

    2.41% of the 13F portfolio, value $13,948,580.

    13F-HR 0001420506-26-000263 filed by Elgethun Capital Management
    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 639,607 shares
    Change vs previous 13F -22,294 shares

    2.98% of the 13F portfolio, value $16,428,299.

    13F-HR 0001420506-25-003199 filed by Elgethun Capital Management
    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 661,901 shares
    Change vs previous 13F -21,997 shares

    3.17% of the 13F portfolio, value $15,773,096.

    13F-HR 0001420506-25-001875 filed by Elgethun Capital Management
    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 683,898 shares
    Change vs previous 13F -25,967 shares

    3.29% of the 13F portfolio, value $14,724,329.

    13F-HR 0001420506-25-000978 filed by Elgethun Capital Management
    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 709,865 shares
    Change vs previous 13F +468,606 shares

    3.91% of the 13F portfolio, value $16,113,946.

    13F-HR 0001420506-25-000343 filed by Elgethun Capital Management
    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 241,259 shares
    Change vs previous 13F not available

    3.77% of the 13F portfolio, value $16,048,576.

    13F-HR 0001420506-24-002513 filed by Elgethun Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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