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Disclosery

Strategic Advisors LLC: SCHB position timeline

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

Strategic Advisors LLC held 986,794 SCHB shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 986,794 shares
    Change vs previous 13F -34,982 shares

    6.09% of the 13F portfolio, value $28,922,922.

    13F-HR 0001172661-26-004493 filed by Strategic Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,021,776 shares
    Change vs previous 13F -86,328 shares

    6.47% of the 13F portfolio, value $29,590,620.

    13F-HR 0001172661-26-002862 filed by Strategic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,108,104 shares
    Change vs previous 13F -3,015 shares

    4.62% of the 13F portfolio, value $27,813,416.

    13F-HR 0001172661-26-001974 filed by Strategic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,111,119 shares
    Change vs previous 13F -22,781 shares

    4.56% of the 13F portfolio, value $29,144,655.

    13F-HR 0001172661-26-000578 filed by Strategic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,133,900 shares
    Change vs previous 13F +29,561 shares

    4.71% of the 13F portfolio, value $29,152,587.

    13F-HR 0001172661-25-004551 filed by Strategic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,104,339 shares
    Change vs previous 13F -58,392 shares

    5.18% of the 13F portfolio, value $26,316,399.

    13F-HR 0001172661-25-003059 filed by Strategic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,162,731 shares
    Change vs previous 13F +119,453 shares

    4.82% of the 13F portfolio, value $25,033,603.

    13F-HR 0001172661-25-001507 filed by Strategic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,043,278 shares
    Change vs previous 13F not available

    4.28% of the 13F portfolio, value $23,682,411.

    13F-HR 0001172661-25-000437 filed by Strategic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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