LIBRA WEALTH LLC: SCHB position timeline

LIBRA WEALTH LLC held 694,982 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 694,982 shares

   Change vs previous 13F -16,937 shares

   5.14% of the 13F portfolio, value $20,126,679.

   13F-HR 0001951757-26-001114 filed by LIBRA WEALTH LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 711,919 shares

   Change vs previous 13F -23,580 shares

   5.04% of the 13F portfolio, value $17,869,167.

   13F-HR 0001951757-26-000749 filed by LIBRA WEALTH LLC
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 735,499 shares

   Change vs previous 13F -17,700 shares

   5.4% of the 13F portfolio, value $19,292,139.

   13F-HR 0001951757-26-000322 filed by LIBRA WEALTH LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 753,199 shares

   Change vs previous 13F -8,229 shares

   5.81% of the 13F portfolio, value $19,364,746.

   13F-HR 0001951757-25-001295 filed by LIBRA WEALTH LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 761,428 shares

   Change vs previous 13F +172,834 shares

   5.93% of the 13F portfolio, value $18,144,829.

   13F-HR 0001951757-25-000962 filed by LIBRA WEALTH LLC
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 588,594 shares

   Change vs previous 13F -6,692 shares

   4.75% of the 13F portfolio, value $12,672,429.

   13F-HR 0001951757-25-000458 filed by LIBRA WEALTH LLC
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 595,286 shares

   Change vs previous 13F +392,685 shares

   5.25% of the 13F portfolio, value $13,512,992.

   13F-HR 0001951757-25-000101 filed by LIBRA WEALTH LLC
   Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 202,601 shares

   Change vs previous 13F not available

   5.38% of the 13F portfolio, value $13,477,019.

   13F-HR 0001951757-24-001105 filed by LIBRA WEALTH LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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