Skip to content
Disclosery

NewEdge Advisors, LLC: SCHB position timeline

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

NewEdge Advisors, LLC held 526,748 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 526,748 shares
    Change vs previous 13F +56,481 shares

    0.05% of the 13F portfolio, value $15,254,612.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 470,267 shares
    Change vs previous 13F -21,422 shares

    0.04% of the 13F portfolio, value $11,803,695.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 ended2025-12-31
    13F 491,689 shares
    Change vs previous 13F +8,953 shares

    0.05% of the 13F portfolio, value $12,896,984.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 ended2025-09-30
    13F 482,736 shares
    Change vs previous 13F +36,248 shares

    0.06% of the 13F portfolio, value $12,411,147.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 ended2025-06-30
    13F 446,488 shares
    Change vs previous 13F -1,872 shares

    0.05% of the 13F portfolio, value $10,639,803.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 ended2025-03-31
    13F 448,360 shares
    Change vs previous 13F +21,048 shares

    0.06% of the 13F portfolio, value $9,653,189.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 ended2024-12-31
    13F 427,312 shares
    Change vs previous 13F +302,602 shares

    0.06% of the 13F portfolio, value $9,699,982.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, LLC
    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 124,710 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $8,295,713.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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