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Forvis Mazars Wealth Advisors, LLC: SCHB position timeline

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

Forvis Mazars Wealth Advisors, LLC held 5,982,754 SCHB shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,982,754 shares
    Change vs previous 13F -166,018 shares

    2.88% of the 13F portfolio, value $175,354,510.

    13F-HR 0001352864-26-000014 filed by Forvis Mazars Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,148,772 shares
    Change vs previous 13F -81,234 shares

    2.97% of the 13F portfolio, value $178,068,425.

    13F-HR 0001352864-26-000006 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,230,006 shares
    Change vs previous 13F +36,116 shares

    2.97% of the 13F portfolio, value $156,373,161.

    13F-HR 0001352864-26-000002 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,193,890 shares
    Change vs previous 13F -140,320 shares

    3.07% of the 13F portfolio, value $162,465,746.

    13F-HR 0001352864-26-000001 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,334,210 shares
    Change vs previous 13F +85,409 shares

    3.23% of the 13F portfolio, value $162,852,538.

    13F-HR 0001352864-25-000006 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,248,801 shares
    Change vs previous 13F +636,810 shares

    3.21% of the 13F portfolio, value $148,908,934.

    13F-HR 0001085146-25-004245 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,611,991 shares
    Change vs previous 13F -82,604 shares

    2.9% of the 13F portfolio, value $120,826,157.

    13F-HR 0001085146-25-003049 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,694,595 shares
    Change vs previous 13F not available

    2.98% of the 13F portfolio, value $129,267,311.

    13F-HR 0001085146-25-000729 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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