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Disclosery

Evensky & Katz LLC: SCHB position timeline

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

Evensky & Katz LLC held 7,987,057 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,987,057 shares
    Change vs previous 13F -178,442 shares

    11.95% of the 13F portfolio, value $231,305,000.

    13F-HR 0001357867-26-000008 filed by Evensky & Katz 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 8,165,499 shares
    Change vs previous 13F -115,344 shares

    11.66% of the 13F portfolio, value $204,954,000.

    13F-HR 0001357867-26-000006 filed by Evensky & Katz 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 8,280,843 shares
    Change vs previous 13F -212,118 shares

    12.25% of the 13F portfolio, value $217,207,000.

    13F-HR 0001357867-26-000003 filed by Evensky & Katz 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 8,492,961 shares
    Change vs previous 13F -287,371 shares

    12.67% of the 13F portfolio, value $218,354,000.

    13F-HR 0001357867-25-000011 filed by Evensky & Katz 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 8,780,332 shares
    Change vs previous 13F -240,407 shares

    12.78% of the 13F portfolio, value $209,235,000.

    13F-HR 0001357867-25-000005 filed by Evensky & Katz 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 9,020,739 shares
    Change vs previous 13F -304,374 shares

    13.03% of the 13F portfolio, value $194,217,000.

    13F-HR 0001357867-25-000004 filed by Evensky & Katz 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 9,325,113 shares
    Change vs previous 13F +6,084,141 shares

    13.85% of the 13F portfolio, value $211,680,000.

    13F-HR 0001357867-25-000003 filed by Evensky & Katz 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 3,240,972 shares
    Change vs previous 13F not available

    14.04% of the 13F portfolio, value $215,589,000.

    13F-HR 0001357867-24-000006 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

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