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GeoWealth Management, LLC: SCHB position timeline

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

GeoWealth Management, LLC held 209,667 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 209,667 shares
    Change vs previous 13F +4,116 shares

    0.19% of the 13F portfolio, value $6,071,945.

    13F-HR 0001593387-26-000006 filed by GeoWealth 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 205,551 shares
    Change vs previous 13F +88,781 shares

    0.19% of the 13F portfolio, value $5,159,325.

    13F-HR 0001593387-26-000004 filed by GeoWealth 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 116,770 shares
    Change vs previous 13F +16,727 shares

    0.11% of the 13F portfolio, value $3,062,874.

    13F-HR 0001593387-26-000002 filed by GeoWealth 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 100,043 shares
    Change vs previous 13F +388 shares

    0.09% of the 13F portfolio, value $2,572,097.

    13F-HR 0001593387-25-000007 filed by GeoWealth 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 99,655 shares
    Change vs previous 13F +13,515 shares

    0.09% of the 13F portfolio, value $2,374,776.

    13F-HR 0001593387-25-000006 filed by GeoWealth 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 86,140 shares
    Change vs previous 13F -9,425 shares

    0.07% of the 13F portfolio, value $1,854,591.

    13F-HR 0001593387-25-000004 filed by GeoWealth 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 95,565 shares
    Change vs previous 13F +90,387 shares

    0.07% of the 13F portfolio, value $2,169,324.

    13F-HR 0001593387-25-000002 filed by GeoWealth 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 5,178 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $344,475.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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