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Disclosery

McCarthy Asset Management, Inc.: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McCarthy Asset Management, Inc. on SCHB, newest first. How the timeline and the estimate are built.

McCarthy Asset Management, Inc. held 42,395 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,395 shares
    Change vs previous 13F -2,252 shares

    0.58% of the 13F portfolio, value $1,227,754.

    13F-HR 0001951757-26-001203 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 44,647 shares
    Change vs previous 13F -43,168 shares

    0.61% of the 13F portfolio, value $1,171,103.

    13F-HR 0001843169-26-000001 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 87,815 shares
    Change vs previous 13F -246 shares

    1.45% of the 13F portfolio, value $2,257,731.

    13F-HR 0001843169-25-000003 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 88,061 shares
    Change vs previous 13F -10,487 shares

    1.43% of the 13F portfolio, value $2,098,502.

    13F-HR 0001095449-25-000055 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 98,548 shares
    Change vs previous 13F -3,958 shares

    1.54% of the 13F portfolio, value $2,121,738.

    13F-HR 0001095449-25-000036 filed by McCarthy Asset Management, Inc.
    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 102,506 shares
    Change vs previous 13F +60,281 shares

    1.64% of the 13F portfolio, value $2,326,879.

    13F-HR 0001095449-25-000010 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 42,225 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $2,808,812.

    13F-HR 0001095449-24-000088 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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