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Disclosery

REBALANCE, LLC: SCHF position timeline

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

REBALANCE, LLC held 7,208,057 SCHF 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 7,208,057 shares
    Change vs previous 13F +303,407 shares

    10.46% of the 13F portfolio, value $199,663,174.

    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 6,904,650 shares
    Change vs previous 13F +20,077 shares

    9.92% of the 13F portfolio, value $170,890,089.

    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 6,884,573 shares
    Change vs previous 13F +383,158 shares

    9.67% of the 13F portfolio, value $165,505,133.

    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 6,501,415 shares
    Change vs previous 13F +331,004 shares

    9.13% of the 13F portfolio, value $151,352,941.

    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 6,170,411 shares
    Change vs previous 13F -347,824 shares

    9.27% of the 13F portfolio, value $136,366,089.

    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 6,518,235 shares
    Change vs previous 13F +52,585 shares

    9.49% of the 13F portfolio, value $128,930,696.

    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 6,465,650 shares
    Change vs previous 13F +3,396,502 shares

    8.94% of the 13F portfolio, value $119,614,523.

    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 3,069,148 shares
    Change vs previous 13F not available

    9.25% of the 13F portfolio, value $126,203,386.

    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).