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Per Stirling Capital Management, LLC.: SCHB position timeline

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

Per Stirling Capital Management, LLC. held 14,329 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,329 shares
    Change vs previous 13F -6,239 shares

    0.04% of the 13F portfolio, value $414,975.

    13F-HR 0001689933-26-000005 filed by Per Stirling 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 20,568 shares
    Change vs previous 13F +39 shares

    0.06% of the 13F portfolio, value $516,257.

    13F-HR 0001689933-26-000003 filed by Per Stirling 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 20,529 shares
    Change vs previous 13F -865 shares

    0.06% of the 13F portfolio, value $538,485.

    13F-HR 0001689933-26-000001 filed by Per Stirling 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 21,394 shares
    Change vs previous 13F -31 shares

    0.07% of the 13F portfolio, value $550,033.

    13F-HR 0001689933-25-000006 filed by Per Stirling 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 21,425 shares
    Change vs previous 13F -114 shares

    0.07% of the 13F portfolio, value $510,570.

    13F-HR 0001689933-25-000004 filed by Per Stirling 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 21,539 shares
    Change vs previous 13F -171 shares

    0.07% of the 13F portfolio, value $463,734.

    13F-HR 0001689933-25-000003 filed by Per Stirling 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 21,710 shares
    Change vs previous 13F +14,481 shares

    0.07% of the 13F portfolio, value $492,822.

    13F-HR 0001689933-25-000002 filed by Per Stirling 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 7,229 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $480,900.

    13F-HR 0001689933-24-000006 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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