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FINANCIAL CONSULATE, INC: SCHB position timeline

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

FINANCIAL CONSULATE, INC held 114,378 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,378 shares
    Change vs previous 13F +7,450 shares

    0.37% of the 13F portfolio, value $3,312,400.

    13F-HR 0001624510-26-000004 filed by FINANCIAL CONSULATE, 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 106,928 shares
    Change vs previous 13F -3,795 shares

    0.33% of the 13F portfolio, value $2,683,903.

    13F-HR 0001624510-26-000003 filed by FINANCIAL CONSULATE, 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 110,723 shares
    Change vs previous 13F -9,487 shares

    0.4% of the 13F portfolio, value $2,904,275.

    13F-HR 0001624510-26-000001 filed by FINANCIAL CONSULATE, 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 120,210 shares
    Change vs previous 13F +2,876 shares

    0.44% of the 13F portfolio, value $3,090,593.

    13F-HR 0001624510-25-000009 filed by FINANCIAL CONSULATE, 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 117,334 shares
    Change vs previous 13F -4,561 shares

    0.55% of the 13F portfolio, value $2,796,062.

    13F-HR 0001624510-25-000006 filed by FINANCIAL CONSULATE, 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 121,895 shares
    Change vs previous 13F +314 shares

    0.66% of the 13F portfolio, value $2,624,390.

    13F-HR 0001624510-25-000005 filed by FINANCIAL CONSULATE, 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 121,581 shares
    Change vs previous 13F +81,391 shares

    0.73% of the 13F portfolio, value $2,759,899.

    13F-HR 0001624510-25-000002 filed by FINANCIAL CONSULATE, 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 40,190 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $2,673,420.

    13F-HR 0001624510-24-000008 filed by FINANCIAL CONSULATE, INC
    Filed (acceptance time not in the bulk data set), ingested

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