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Disclosery

Roundview Capital LLC: SCHB position timeline

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

Roundview Capital LLC held 1,744,303 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,744,303 shares
    Change vs previous 13F +63,010 shares

    2.76% of the 13F portfolio, value $50,515,019.

    13F-HR 0001476804-26-000010 filed by Roundview Capital 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 1,681,293 shares
    Change vs previous 13F -10,257 shares

    2.63% of the 13F portfolio, value $42,200,465.

    13F-HR 0001476804-26-000005 filed by Roundview Capital 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 1,691,550 shares
    Change vs previous 13F +54,892 shares

    2.73% of the 13F portfolio, value $44,369,357.

    13F-HR 0001476804-26-000003 filed by Roundview Capital 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 1,636,658 shares
    Change vs previous 13F -3,204 shares

    2.66% of the 13F portfolio, value $42,078,475.

    13F-HR 0001476804-25-000013 filed by Roundview Capital 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 1,639,862 shares
    Change vs previous 13F -43,725 shares

    2.61% of the 13F portfolio, value $39,077,910.

    13F-HR 0001476804-25-000010 filed by Roundview Capital 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 1,683,587 shares
    Change vs previous 13F +94,287 shares

    2.62% of the 13F portfolio, value $36,247,630.

    13F-HR 0001476804-25-000004 filed by Roundview Capital 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 1,589,300 shares
    Change vs previous 13F +1,079,885 shares

    2.52% of the 13F portfolio, value $36,077,112.

    13F-HR 0001476804-25-000002 filed by Roundview Capital 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 509,415 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $33,886,291.

    13F-HR 0001476804-24-000013 filed by Roundview Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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