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Disclosery

John W. Brooker & Co., CPAs: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of John W. Brooker & Co., CPAs on SCHB, newest first. How the timeline and the estimate are built.

John W. Brooker & Co., CPAs held 15,301 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,301 shares
    Change vs previous 13F +12 shares

    0.54% of the 13F portfolio, value $443,110.

    13F-HR 0001798926-26-000003 filed by John W. Brooker & Co., CPAs
    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 15,289 shares
    Change vs previous 13F +12 shares

    0.6% of the 13F portfolio, value $383,766.

    13F-HR 0001798926-26-000002 filed by John W. Brooker & Co., CPAs
    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 15,277 shares
    Change vs previous 13F +13 shares

    0.72% of the 13F portfolio, value $400,726.

    13F-HR 0001798926-26-000001 filed by John W. Brooker & Co., CPAs
    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 15,264 shares
    Change vs previous 13F -257 shares

    0.8% of the 13F portfolio, value $392,439.

    13F-HR 0001798926-25-000012 filed by John W. Brooker & Co., CPAs
    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 15,521 shares
    Change vs previous 13F -125,748 shares

    0.88% of the 13F portfolio, value $374,998.

    13F-HR 0001798926-25-000009 filed by John W. Brooker & Co., CPAs
    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 141,269 shares
    Change vs previous 13F +599 shares

    1.26% of the 13F portfolio, value $3,041,522.

    13F-HR 0001798926-25-000002 filed by John W. Brooker & Co., CPAs
    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 140,670 shares
    Change vs previous 13F +93,853 shares

    1.38% of the 13F portfolio, value $3,193,218.

    13F-HR 0001798926-25-000001 filed by John W. Brooker & Co., CPAs
    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 46,817 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $3,114,262.

    13F-HR 0001798926-24-000005 filed by John W. Brooker & Co., CPAs
    Filed (acceptance time not in the bulk data set), ingested

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