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HENGEHOLD CAPITAL MANAGEMENT LLC: SCHB position timeline

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

HENGEHOLD CAPITAL MANAGEMENT LLC held 7,640,636 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,640,636 shares
    Change vs previous 13F -81,829 shares

    17.17% of the 13F portfolio, value $221,272,833.

    13F-HR 0001536430-26-000003 filed by HENGEHOLD CAPITAL 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 7,722,465 shares
    Change vs previous 13F -3,782 shares

    16.93% of the 13F portfolio, value $193,833,883.

    13F-HR 0001536430-26-000002 filed by HENGEHOLD CAPITAL 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 7,726,247 shares
    Change vs previous 13F -731,216 shares

    17.07% of the 13F portfolio, value $202,659,451.

    13F-HR 0001536430-26-000001 filed by HENGEHOLD CAPITAL 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 8,457,463 shares
    Change vs previous 13F +6,669 shares

    18.56% of the 13F portfolio, value $217,441,370.

    13F-HR 0001536430-25-000003 filed by HENGEHOLD CAPITAL 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 8,450,794 shares
    Change vs previous 13F -562,347 shares

    18.36% of the 13F portfolio, value $201,382,412.

    13F-HR 0001085146-25-003918 filed by HENGEHOLD CAPITAL 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 9,013,141 shares
    Change vs previous 13F +70,735 shares

    18.45% of the 13F portfolio, value $194,052,933.

    13F-HR 0001085146-25-002168 filed by HENGEHOLD CAPITAL 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 8,942,406 shares
    Change vs previous 13F +5,886,366 shares

    19.11% of the 13F portfolio, value $202,992,609.

    13F-HR 0001085146-25-000313 filed by HENGEHOLD CAPITAL 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 3,056,040 shares
    Change vs previous 13F not available

    19.28% of the 13F portfolio, value $203,287,794.

    13F-HR 0001085146-24-004960 filed by HENGEHOLD CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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