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Sharkey, Howes & Javer: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sharkey, Howes & Javer on SCHB, newest first. How the timeline and the estimate are built.

Sharkey, Howes & Javer held 294,736 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 294,736 shares
    Change vs previous 13F -4,068 shares

    1.03% of the 13F portfolio, value $8,535,563.

    13F-HR 0001642246-26-000004 filed by Sharkey, Howes & Javer
    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 298,804 shares
    Change vs previous 13F +530 shares

    1.01% of the 13F portfolio, value $7,499,981.

    13F-HR 0001642246-26-000003 filed by Sharkey, Howes & Javer
    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 298,274 shares
    Change vs previous 13F -15,938 shares

    0.99% of the 13F portfolio, value $7,823,717.

    13F-HR 0001642246-26-000001 filed by Sharkey, Howes & Javer
    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 314,212 shares
    Change vs previous 13F -9,687 shares

    1.04% of the 13F portfolio, value $8,078,394.

    13F-HR 0001642246-25-000007 filed by Sharkey, Howes & Javer
    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 323,899 shares
    Change vs previous 13F -41,258 shares

    1.03% of the 13F portfolio, value $7,718,506.

    13F-HR 0001642246-25-000004 filed by Sharkey, Howes & Javer
    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 365,157 shares
    Change vs previous 13F -4,619 shares

    1.12% of the 13F portfolio, value $7,861,825.

    13F-HR 0001642246-25-000003 filed by Sharkey, Howes & Javer
    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 369,776 shares
    Change vs previous 13F +241,221 shares

    1.18% of the 13F portfolio, value $8,393,915.

    13F-HR 0001642246-25-000001 filed by Sharkey, Howes & Javer
    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 128,555 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $8,551,479.

    13F-HR 0001642246-24-000008 filed by Sharkey, Howes & Javer
    Filed (acceptance time not in the bulk data set), ingested

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