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Disclosery

Ellevest, Inc.: SCHB position timeline

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

Ellevest, Inc. held 258,550 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 258,550 shares
    Change vs previous 13F -3,361 shares

    0.88% of the 13F portfolio, value $7,487,601.

    13F-HR 0001644128-26-000007 filed by Ellevest, Inc.
    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 261,911 shares
    Change vs previous 13F +2,275 shares

    0.91% of the 13F portfolio, value $6,573,978.

    13F-HR 0001644128-26-000002 filed by Ellevest, Inc.
    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 259,636 shares
    Change vs previous 13F +7,181 shares

    0.94% of the 13F portfolio, value $6,810,258.

    13F-HR 0001644128-26-000001 filed by Ellevest, Inc.
    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 252,455 shares
    Change vs previous 13F -5,416 shares

    0.93% of the 13F portfolio, value $6,490,606.

    13F-HR 0001172661-25-005124 filed by Ellevest, Inc.
    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 257,871 shares
    Change vs previous 13F -84,098 shares

    0.98% of the 13F portfolio, value $6,145,074.

    13F-HR 0001172661-25-002885 filed by Ellevest, Inc.
    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 341,969 shares
    Change vs previous 13F -292,827 shares

    0.49% of the 13F portfolio, value $7,362,586.

    13F-HR 0001172661-25-001820 filed by Ellevest, Inc.
    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 634,796 shares
    Change vs previous 13F +392,536 shares

    0.83% of the 13F portfolio, value $14,409,881.

    13F-HR 0001172661-25-001068 filed by Ellevest, Inc.
    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 242,260 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $16,115,126.

    13F-HR 0001172661-24-004594 filed by Ellevest, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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