Maridea Wealth Management LLC: SCHB position timeline

Maridea Wealth Management LLC held 261,439 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 261,439 shares

   Change vs previous 13F +82,823 shares

   0.82% of the 13F portfolio, value $7,571,266.

   13F-HR 0001951757-26-001115 filed by Maridea Wealth Management 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 178,616 shares

   Change vs previous 13F -12,509 shares

   0.65% of the 13F portfolio, value $4,483,256.

   13F-HR 0001951757-26-000680 filed by Maridea Wealth Management LLC
   Filed 2026-04-21 (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 191,125 shares

   Change vs previous 13F -7,210 shares

   0.75% of the 13F portfolio, value $5,013,220.

   13F-HR 0001951757-26-000036 filed by Maridea Wealth Management LLC
   Filed 2026-01-08 (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 198,335 shares

   Change vs previous 13F -5,197 shares

   0.8% of the 13F portfolio, value $5,138,861.

   13F-HR 0001951757-25-001342 filed by Maridea Wealth Management LLC
   Filed 2025-11-07 (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 203,532 shares

   Change vs previous 13F not available

   1.26% of the 13F portfolio, value $4,850,163.

   13F-HR 0001951757-25-000866 filed by Maridea Wealth Management LLC
   Filed 2025-07-16 (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).