Skip to content
Disclosery

REBALANCE, LLC: SCHE position timeline

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

REBALANCE, LLC held 2,298,258 SCHE 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 2,298,258 shares
    Change vs previous 13F +113,863 shares

    4.37% of the 13F portfolio, value $83,334,847.

    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 2,184,395 shares
    Change vs previous 13F +16,458 shares

    4.18% of the 13F portfolio, value $71,975,810.

    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 2,167,937 shares
    Change vs previous 13F +92,510 shares

    4.15% of the 13F portfolio, value $70,999,932.

    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 2,075,427 shares
    Change vs previous 13F +78,925 shares

    4.18% of the 13F portfolio, value $69,257,015.

    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 1,996,502 shares
    Change vs previous 13F -125,546 shares

    4.09% of the 13F portfolio, value $60,174,572.

    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 2,122,048 shares
    Change vs previous 13F +8,151 shares

    4.31% of the 13F portfolio, value $58,504,866.

    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 2,113,897 shares
    Change vs previous 13F +58,482 shares

    4.21% of the 13F portfolio, value $56,293,087.

    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 2,055,415 shares
    Change vs previous 13F not available

    4.39% of the 13F portfolio, value $59,976,999.

    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).