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Disclosery

REBALANCE, LLC: SCHB position timeline

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

REBALANCE, LLC held 14,738,453 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,738,453 shares
    Change vs previous 13F -344,034 shares

    22.37% of the 13F portfolio, value $426,825,612.

    13F-HR 0001811052-26-000007 filed by REBALANCE, 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 15,082,487 shares
    Change vs previous 13F +119,276 shares

    21.98% of the 13F portfolio, value $378,570,424.

    13F-HR 0001811052-26-000006 filed by REBALANCE, 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 14,963,211 shares
    Change vs previous 13F +483,144 shares

    22.94% of the 13F portfolio, value $392,485,017.

    13F-HR 0001811052-26-000002 filed by REBALANCE, 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 14,480,067 shares
    Change vs previous 13F +1,320,879 shares

    22.46% of the 13F portfolio, value $372,282,527.

    13F-HR 0001811052-25-000007 filed by REBALANCE, 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 13,159,188 shares
    Change vs previous 13F +1,209,350 shares

    21.31% of the 13F portfolio, value $313,583,460.

    13F-HR 0001811052-25-000006 filed by REBALANCE, 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 11,949,838 shares
    Change vs previous 13F +478,833 shares

    18.94% of the 13F portfolio, value $257,280,012.

    13F-HR 0001811052-25-000005 filed by REBALANCE, 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 11,471,005 shares
    Change vs previous 13F +7,646,591 shares

    19.46% of the 13F portfolio, value $260,391,812.

    13F-HR 0001811052-25-000002 filed by REBALANCE, 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 3,824,414 shares
    Change vs previous 13F not available

    18.64% of the 13F portfolio, value $254,400,017.

    13F-HR 0001811052-24-000008 filed by REBALANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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