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SHEETS SMITH WEALTH MANAGEMENT: SCHB position timeline

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

SHEETS SMITH WEALTH MANAGEMENT held 281,393 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 281,393 shares
    Change vs previous 13F +1,378 shares

    0.81% of the 13F portfolio, value $8,149,147.

    13F-HR 0001398344-26-012106 filed by SHEETS SMITH 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 280,015 shares
    Change vs previous 13F +2,796 shares

    0.79% of the 13F portfolio, value $7,028,383.

    13F-HR 0001398344-26-006590 filed by SHEETS SMITH 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 277,219 shares
    Change vs previous 13F -1,631 shares

    0.8% of the 13F portfolio, value $7,271,447.

    13F-HR 0001398344-26-000857 filed by SHEETS SMITH 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 278,850 shares
    Change vs previous 13F -23,340 shares

    0.81% of the 13F portfolio, value $7,169,233.

    13F-HR 0001398344-25-019206 filed by SHEETS SMITH 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 302,190 shares
    Change vs previous 13F -4,033 shares

    0.84% of the 13F portfolio, value $7,201,183.

    13F-HR 0001398344-25-013145 filed by SHEETS SMITH 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 306,223 shares
    Change vs previous 13F -80,087 shares

    0.82% of the 13F portfolio, value $6,592,983.

    13F-HR 0001398344-25-007527 filed by SHEETS SMITH 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 386,310 shares
    Change vs previous 13F +254,975 shares

    1.07% of the 13F portfolio, value $8,769,240.

    13F-HR 0001398344-25-000761 filed by SHEETS SMITH 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 131,335 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $8,736,375.

    13F-HR 0001398344-24-019807 filed by SHEETS SMITH WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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