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LexAurum Advisors, LLC: SCHB position timeline

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

LexAurum Advisors, LLC held 59,310 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,310 shares
    Change vs previous 13F -3,231 shares

    0.2% of the 13F portfolio, value $1,717,620.

    13F-HR 0001729677-26-000010 filed by LexAurum Advisors, 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 62,541 shares
    Change vs previous 13F -3,791 shares

    0.2% of the 13F portfolio, value $1,569,784.

    13F-HR 0001729677-26-000005 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 66,332 shares
    Change vs previous 13F -33,708 shares

    0.24% of the 13F portfolio, value $1,705,406.

    13F-HR 0001729677-25-000010 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 100,040 shares
    Change vs previous 13F +43,347 shares

    0.38% of the 13F portfolio, value $2,383,952.

    13F-HR 0001085146-25-003938 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 56,693 shares
    Change vs previous 13F +36,143 shares

    0.23% of the 13F portfolio, value $1,220,600.

    13F-HR 0001085146-25-002076 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 20,550 shares
    Change vs previous 13F +13,700 shares

    0.09% of the 13F portfolio, value $466,485.

    13F-HR 0001085146-25-000345 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 6,850 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $455,662.

    13F-HR 0001085146-24-004967 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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