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HOWE & RUSLING INC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HOWE & RUSLING INC on SCHB, newest first. How the timeline and the estimate are built.

HOWE & RUSLING INC held 82,584 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,584 shares
    Change vs previous 13F -2,383 shares

    0.14% of the 13F portfolio, value $2,391,645.

    13F-HR 0001398344-26-013907 filed by HOWE & RUSLING INC
    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 84,967 shares
    Change vs previous 13F -3,225 shares

    0.14% of the 13F portfolio, value $2,132,667.

    13F-HR 0001398344-26-007373 filed by HOWE & RUSLING INC
    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 88,192 shares
    Change vs previous 13F +58 shares

    0.15% of the 13F portfolio, value $2,313,270.

    13F-HR 0001398344-26-003195 filed by HOWE & RUSLING INC
    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 88,134 shares
    Change vs previous 13F -3,732 shares

    0.16% of the 13F portfolio, value $2,265,930.

    13F-HR 0001398344-25-020331 filed by HOWE & RUSLING INC
    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 91,866 shares
    Change vs previous 13F +4,176 shares

    0.16% of the 13F portfolio, value $2,189,174.

    13F-HR 0001398344-25-014994 filed by HOWE & RUSLING INC
    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 87,690 shares
    Change vs previous 13F +1,865 shares

    0.16% of the 13F portfolio, value $1,887,967.

    13F-HR 0001398344-25-011899 filed by HOWE & RUSLING INC
    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 85,825 shares
    Change vs previous 13F +57,620 shares

    0.17% of the 13F portfolio, value $1,948,228.

    13F-HR 0001398344-25-002485 filed by HOWE & RUSLING INC
    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 28,205 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,876,186.

    13F-HR 0001398344-24-020389 filed by HOWE & RUSLING INC
    Filed (acceptance time not in the bulk data set), ingested

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