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Disclosery

Glassman Wealth Services: SCHB position timeline

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

Glassman Wealth Services held 12,564 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,564 shares
    Change vs previous 13F +6,985 shares

    0.04% of the 13F portfolio, value $363,852.

    13F-HR 0001642160-26-000005 filed by Glassman Wealth Services
    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 5,579 shares
    Change vs previous 13F -3,331 shares

    0.02% of the 13F portfolio, value $140,032.

    13F-HR 0001642160-26-000003 filed by Glassman Wealth Services
    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 8,910 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $233,708.

    13F-HR 0001642160-26-000001 filed by Glassman Wealth Services
    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 8,910 shares
    Change vs previous 13F -7,936 shares

    0.03% of the 13F portfolio, value $229,075.

    13F-HR 0001642160-25-000008 filed by Glassman Wealth Services
    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 16,846 shares
    Change vs previous 13F +11,267 shares

    0.06% of the 13F portfolio, value $401,439.

    13F-HR 0001642160-25-000007 filed by Glassman Wealth Services
    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 5,579 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $120,115.

    13F-HR 0001642160-25-000003 filed by Glassman Wealth Services
    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 5,579 shares
    Change vs previous 13F +4,383 shares

    0.02% of the 13F portfolio, value $126,642.

    13F-HR 0001642160-25-000002 filed by Glassman Wealth Services
    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 1,196 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $79,558.

    13F-HR 0001642160-24-000006 filed by Glassman Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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