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Disclosery

NorthCoast Asset Management LLC: SCHB position timeline

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

NorthCoast Asset Management LLC held 67,265 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 67,265 shares
    Change vs previous 13F +2 shares

    0.04% of the 13F portfolio, value $1,948,018.

    13F-HR 0001765380-26-000370 filed by NorthCoast Asset Management 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 67,263 shares
    Change vs previous 13F -799 shares

    0.04% of the 13F portfolio, value $1,688,318.

    13F-HR 0001765380-26-000207 filed by NorthCoast Asset Management 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 68,062 shares
    Change vs previous 13F -1,346,766 shares

    0.04% of the 13F portfolio, value $1,785,276.

    13F-HR 0001765380-26-000111 filed by NorthCoast Asset Management 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 1,414,828 shares
    Change vs previous 13F +197,626 shares

    0.14% of the 13F portfolio, value $36,375,249.

    13F-HR 0001665198-25-000016 filed by NorthCoast Asset Management 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 1,217,202 shares
    Change vs previous 13F +908,659 shares

    0.12% of the 13F portfolio, value $29,005,964.

    13F-HR 0001665198-25-000007 filed by NorthCoast Asset Management 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/A 308,543 shares
    Change vs previous 13F -2,904 shares

    0.03% of the 13F portfolio, value $6,642,943.

    13F-HR/A 0001665198-25-000006 filed by NorthCoast Asset Management 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/A 311,447 shares
    Change vs previous 13F +256,242 shares

    0.03% of the 13F portfolio, value $7,069,849.

    13F-HR/A 0001665198-25-000010 filed by NorthCoast Asset Management 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 55,205 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,545,606.

    13F-HR 0001665198-24-000013 filed by NorthCoast Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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