Elm Partners Management LLC: SCHB position timeline

Elm Partners Management LLC held 288,202 SCHB shares at 2026-06-30 per its 13F-HR/A filed 2026-10-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 288,202 shares

   Change vs previous 13F +185,200 shares

   0.25% of the 13F portfolio, value $8,346,330.

   13F-HR/A 0001172661-26-004422 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:31:02 UTC, ingested 2026-10-07 16:31:30 UTC

2. period ended2026-03-31

   13F 103,002 shares

   Change vs previous 13F -270,203 shares

   0.11% of the 13F portfolio, value $2,512,208.

   13F-HR 0001172661-26-001760 filed by Elm Partners Management LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F/A 373,205 shares

   Change vs previous 13F -176,763 shares

   0.36% of the 13F portfolio, value $9,789,176.

   13F-HR/A 0001172661-26-004421 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:30:07 UTC, ingested 2026-10-07 16:30:30 UTC

4. period ended2025-09-30

   13F/A 549,968 shares

   Change vs previous 13F +78,242 shares

   0.57% of the 13F portfolio, value $14,139,678.

   13F-HR/A 0001172661-26-004420 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:29:10 UTC, ingested 2026-10-07 16:30:30 UTC

5. period ended2025-06-30

   13F/A 471,726 shares

   Change vs previous 13F +382,140 shares

   0.52% of the 13F portfolio, value $11,241,220.

   13F-HR/A 0001172661-26-004419 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:28:10 UTC, ingested 2026-10-07 16:29:30 UTC

6. period ended2025-03-31

   13F/A 89,586 shares

   Change vs previous 13F +2,664 shares

   0.1% of the 13F portfolio, value $1,928,782.

   13F-HR/A 0001172661-26-004417 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:03:14 UTC, ingested 2026-10-07 16:04:30 UTC

7. period ended2024-12-31

   13F 86,922 shares

   Change vs previous 13F +62,559 shares

   0.13% of the 13F portfolio, value $1,973,123.

   13F-HR 0001172661-25-000783 filed by Elm Partners Management LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 24,363 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $540,208.

   13F-HR 0001172661-24-004511 filed by Elm Partners Management LLC
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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