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RITHOLTZ WEALTH MANAGEMENT: SCHB position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 263,550 SCHB shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 263,550 shares
    Change vs previous 13F +68,382 shares

    0.11% of the 13F portfolio, value $7,632,413.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    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 195,168 shares
    Change vs previous 13F +9,197 shares

    0.08% of the 13F portfolio, value $4,898,718.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    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 185,971 shares
    Change vs previous 13F -1,779 shares

    0.09% of the 13F portfolio, value $4,878,016.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    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 187,750 shares
    Change vs previous 13F -14,345 shares

    0.09% of the 13F portfolio, value $4,827,055.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    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 202,095 shares
    Change vs previous 13F +132,223 shares

    0.11% of the 13F portfolio, value $4,815,927.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
    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 69,872 shares
    Change vs previous 13F +2,430 shares

    0.04% of the 13F portfolio, value $1,504,350.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
    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 67,442 shares
    Change vs previous 13F +44,964 shares

    0.04% of the 13F portfolio, value $1,530,934.

    13F-HR 0001085146-25-000201 filed by RITHOLTZ WEALTH MANAGEMENT
    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 22,478 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,495,243.

    13F-HR 0001085146-24-004785 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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