Skip to content
Disclosery

REBALANCE, LLC: SCHP position timeline

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

REBALANCE, LLC held 217,193 SCHP 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 217,193 shares
    Change vs previous 13F +12,638 shares

    0.3% of the 13F portfolio, value $5,755,605.

    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 204,555 shares
    Change vs previous 13F +3,863 shares

    0.32% of the 13F portfolio, value $5,443,202.

    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 200,692 shares
    Change vs previous 13F -523 shares

    0.31% of the 13F portfolio, value $5,316,321.

    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 201,215 shares
    Change vs previous 13F +1,512 shares

    0.33% of the 13F portfolio, value $5,422,744.

    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 199,703 shares
    Change vs previous 13F +3,499 shares

    0.36% of the 13F portfolio, value $5,328,063.

    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 196,204 shares
    Change vs previous 13F +13,757 shares

    0.39% of the 13F portfolio, value $5,275,931.

    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 182,447 shares
    Change vs previous 13F +84,947 shares

    0.35% of the 13F portfolio, value $4,712,594.

    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 97,500 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $5,228,901.

    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).