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Genesee Capital Advisors, LLC: SCHB position timeline

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

Genesee Capital Advisors, LLC held 1,052,859 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,052,859 shares
    Change vs previous 13F -576,665 shares

    9.61% of the 13F portfolio, value $30,490,801.

    13F-HR 0001951757-26-001110 filed by Genesee Capital Advisors, 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 1,629,524 shares
    Change vs previous 13F -9,223 shares

    17.14% of the 13F portfolio, value $40,901,059.

    13F-HR 0001951757-26-000693 filed by Genesee Capital 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 ended2025-12-31
    13F 1,638,747 shares
    Change vs previous 13F +191,184 shares

    17.3% of the 13F portfolio, value $42,984,342.

    13F-HR 0001951757-26-000194 filed by Genesee Capital 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 ended2025-09-30
    13F 1,447,563 shares
    Change vs previous 13F -66,850 shares

    16.17% of the 13F portfolio, value $37,216,840.

    13F-HR 0001951757-25-001255 filed by Genesee Capital 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 ended2025-06-30
    13F 1,514,413 shares
    Change vs previous 13F +23,607 shares

    16.17% of the 13F portfolio, value $36,088,468.

    13F-HR 0001951757-25-000968 filed by Genesee Capital 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 ended2025-03-31
    13F 1,490,806 shares
    Change vs previous 13F -44,924 shares

    16.05% of the 13F portfolio, value $32,097,055.

    13F-HR 0001951757-25-000406 filed by Genesee Capital 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 ended2024-12-31
    13F 1,535,730 shares
    Change vs previous 13F +1,037,096 shares

    16.22% of the 13F portfolio, value $34,861,068.

    13F-HR 0001951757-25-000099 filed by Genesee Capital 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 ended2024-09-30
    13F 498,634 shares
    Change vs previous 13F not available

    15.97% of the 13F portfolio, value $33,169,149.

    13F-HR 0001951757-24-001086 filed by Genesee Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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