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LOWE BROCKENBROUGH & CO INC: SCHB position timeline

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

LOWE BROCKENBROUGH & CO INC held 120,673 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,673 shares
    Change vs previous 13F -3,078 shares

    0.16% of the 13F portfolio, value $3,494,690.

    13F-HR 0001398344-26-013315 filed by LOWE BROCKENBROUGH & CO 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 123,751 shares
    Change vs previous 13F -13,828 shares

    0.15% of the 13F portfolio, value $3,106,150.

    13F-HR 0001398344-26-008674 filed by LOWE BROCKENBROUGH & CO 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 137,579 shares
    Change vs previous 13F -5,511 shares

    0.18% of the 13F portfolio, value $3,608,697.

    13F-HR 0001398344-26-002713 filed by LOWE BROCKENBROUGH & CO 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 143,090 shares
    Change vs previous 13F -33,238 shares

    0.19% of the 13F portfolio, value $3,678,844.

    13F-HR 0001398344-25-020376 filed by LOWE BROCKENBROUGH & CO 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 176,328 shares
    Change vs previous 13F -39,525 shares

    0.24% of the 13F portfolio, value $4,201,896.

    13F-HR 0001398344-25-014939 filed by LOWE BROCKENBROUGH & CO 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 215,853 shares
    Change vs previous 13F +775 shares

    0.31% of the 13F portfolio, value $4,647,315.

    13F-HR 0001398344-25-009243 filed by LOWE BROCKENBROUGH & CO 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 215,078 shares
    Change vs previous 13F +142,777 shares

    0.31% of the 13F portfolio, value $4,882,271.

    13F-HR 0001398344-25-002398 filed by LOWE BROCKENBROUGH & CO 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 72,301 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,809,463.

    13F-HR 0001398344-24-019524 filed by LOWE BROCKENBROUGH & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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