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Disclosery

SCS Capital Management LLC: SCHB position timeline

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

SCS Capital Management LLC held 11,934,362 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,934,362 shares
    Change vs previous 13F -35,758 shares

    3.26% of the 13F portfolio, value $345,619,121.

    13F-HR 0001303159-26-000003 filed by SCS Capital Management 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 11,970,120 shares
    Change vs previous 13F +60,752 shares

    3.18% of the 13F portfolio, value $300,450,009.

    13F-HR 0001303159-26-000002 filed by SCS Capital Management 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 11,909,368 shares
    Change vs previous 13F -290,555 shares

    3.31% of the 13F portfolio, value $312,382,719.

    13F-HR 0001303159-26-000001 filed by SCS Capital Management 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 12,199,923 shares
    Change vs previous 13F -23,473 shares

    3.42% of the 13F portfolio, value $313,660,022.

    13F-HR 0001303159-25-000012 filed by SCS Capital Management 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 12,223,396 shares
    Change vs previous 13F +322,220 shares

    3.23% of the 13F portfolio, value $291,283,514.

    13F-HR 0001303159-25-000004 filed by SCS Capital Management 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/A 11,901,176 shares
    Change vs previous 13F +1,697,159 shares

    3.26% of the 13F portfolio, value $256,232,318.

    13F-HR/A 0001303159-25-000003 filed by SCS Capital Management 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 10,204,017 shares
    Change vs previous 13F +6,426,551 shares

    4.78% of the 13F portfolio, value $231,631,183.

    13F-HR 0001303159-25-000001 filed by SCS Capital Management 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 3,777,466 shares
    Change vs previous 13F not available

    5.07% of the 13F portfolio, value $251,277,042.

    13F-HR 0001303159-24-000009 filed by SCS Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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