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Gemmer Asset Management LLC: SCHB position timeline

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

Gemmer Asset Management LLC held 1,104,883 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,104,883 shares
    Change vs previous 13F -13,414 shares

    2.16% of the 13F portfolio, value $31,997,425.

    13F-HR 0001420506-26-001235 filed by Gemmer Asset Management 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 1,118,297 shares
    Change vs previous 13F -6,315 shares

    2.22% of the 13F portfolio, value $28,069,254.

    13F-HR 0001420506-26-000710 filed by Gemmer Asset Management 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 1,124,612 shares
    Change vs previous 13F -30,201 shares

    2.28% of the 13F portfolio, value $29,498,578.

    13F-HR 0001420506-26-000092 filed by Gemmer Asset Management 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 1,154,813 shares
    Change vs previous 13F -5,497 shares

    2.39% of the 13F portfolio, value $29,690,260.

    13F-HR 0001420506-25-002854 filed by Gemmer Asset Management 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 1,160,310 shares
    Change vs previous 13F -11,477 shares

    2.46% of the 13F portfolio, value $27,650,181.

    13F-HR 0001420506-25-001564 filed by Gemmer Asset Management 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 1,171,787 shares
    Change vs previous 13F +10,008 shares

    2.52% of the 13F portfolio, value $25,228,569.

    13F-HR 0001420506-25-000759 filed by Gemmer Asset Management 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 1,161,779 shares
    Change vs previous 13F +779,241 shares

    2.6% of the 13F portfolio, value $26,372,380.

    13F-HR 0001420506-25-000032 filed by Gemmer Asset Management 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 382,538 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $25,446,405.

    13F-HR 0001420506-24-002178 filed by Gemmer Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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