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Operose Advisors LLC: SCHB position timeline

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

Operose Advisors LLC held 91,306 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,306 shares
    Change vs previous 13F +244 shares

    0.51% of the 13F portfolio, value $2,644,213.

    13F-HR 0001909750-26-000007 filed by Operose 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 91,062 shares
    Change vs previous 13F +3,801 shares

    0.53% of the 13F portfolio, value $2,285,649.

    13F-HR 0001909750-26-000005 filed by Operose 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 87,261 shares
    Change vs previous 13F +272 shares

    0.53% of the 13F portfolio, value $2,288,878.

    13F-HR 0001909750-26-000002 filed by Operose 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 86,989 shares
    Change vs previous 13F +148 shares

    0.56% of the 13F portfolio, value $2,236,501.

    13F-HR 0001909750-25-000013 filed by Operose 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 86,841 shares
    Change vs previous 13F +1,388 shares

    0.58% of the 13F portfolio, value $2,069,420.

    13F-HR 0001909750-25-000007 filed by Operose 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 85,453 shares
    Change vs previous 13F +261 shares

    0.61% of the 13F portfolio, value $1,839,814.

    13F-HR 0001909750-25-000005 filed by Operose 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 85,192 shares
    Change vs previous 13F +56,021 shares

    0.66% of the 13F portfolio, value $1,933,868.

    13F-HR 0001909750-25-000002 filed by Operose 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 29,171 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,940,451.

    13F-HR 0001909750-24-000010 filed by Operose Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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