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Disclosery

Passive Capital Management, LLC.: SCHB position timeline

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

Passive Capital Management, LLC. held 526,727 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 526,727 shares
    Change vs previous 13F -1,487 shares

    4.32% of the 13F portfolio, value $13,816,060.

    13F-HR 0001765380-26-000316 filed by Passive Capital 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 528,214 shares
    Change vs previous 13F +1,487 shares

    3.96% of the 13F portfolio, value $13,258,170.

    13F-HR 0001765380-26-000213 filed by Passive Capital 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 526,727 shares
    Change vs previous 13F +2,125 shares

    4.32% of the 13F portfolio, value $13,816,060.

    13F-HR 0001958250-26-000001 filed by Passive Capital 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 524,602 shares
    Change vs previous 13F -15,497 shares

    4.4% of the 13F portfolio, value $13,487,509.

    13F-HR 0001765380-25-000467 filed by Passive Capital 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 540,099 shares
    Change vs previous 13F -5,765 shares

    4% of the 13F portfolio, value $12,865,151.

    13F-HR 0001765380-25-000326 filed by Passive Capital 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 545,864 shares
    Change vs previous 13F +6,638 shares

    3.72% of the 13F portfolio, value $11,752,456.

    13F-HR 0001765380-25-000185 filed by Passive Capital 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 539,226 shares
    Change vs previous 13F +357,694 shares

    4.31% of the 13F portfolio, value $12,240,424.

    13F-HR 0001765380-25-000045 filed by Passive Capital 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 181,532 shares
    Change vs previous 13F not available

    4.22% of the 13F portfolio, value $12,075,505.

    13F-HR 0001214659-24-019247 filed by Passive Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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