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Private Advisor Group, LLC: SCHB position timeline

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

Private Advisor Group, LLC held 63,367 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,367 shares
    Change vs previous 13F -281,590 shares

    0.01% of the 13F portfolio, value $1,835,118.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, 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 344,957 shares
    Change vs previous 13F +7,539 shares

    0.04% of the 13F portfolio, value $8,658,404.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, 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 337,418 shares
    Change vs previous 13F +15,654 shares

    0.04% of the 13F portfolio, value $8,850,479.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, 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 321,764 shares
    Change vs previous 13F +79,903 shares

    0.04% of the 13F portfolio, value $8,272,535.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, 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 241,861 shares
    Change vs previous 13F +10,971 shares

    0.03% of the 13F portfolio, value $5,763,564.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, 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 230,890 shares
    Change vs previous 13F +19,725 shares

    0.03% of the 13F portfolio, value $4,971,053.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, 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 211,165 shares
    Change vs previous 13F +139,288 shares

    0.03% of the 13F portfolio, value $4,793,440.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, 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 71,877 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,781,222.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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