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Tandem Investment Partners LLC: SCHB position timeline

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

Tandem Investment Partners LLC held 49,444 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,444 shares
    Change vs previous 13F +1,800 shares

    1.1% of the 13F portfolio, value $1,431,898.

    13F-HR 0001172661-26-002827 filed by Tandem Investment Partners 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 47,644 shares
    Change vs previous 13F +2,177 shares

    1.01% of the 13F portfolio, value $1,195,864.

    13F-HR 0001172661-26-001751 filed by Tandem Investment Partners 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 45,467 shares
    Change vs previous 13F +5,894 shares

    1.01% of the 13F portfolio, value $1,192,599.

    13F-HR 0001172661-26-000247 filed by Tandem Investment Partners 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 39,573 shares
    Change vs previous 13F -621 shares

    0.84% of the 13F portfolio, value $1,017,422.

    13F-HR 0001172661-25-004420 filed by Tandem Investment Partners 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 40,194 shares
    Change vs previous 13F -541 shares

    0.84% of the 13F portfolio, value $957,823.

    13F-HR 0001172661-25-002664 filed by Tandem Investment Partners 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 40,735 shares
    Change vs previous 13F -671 shares

    0.87% of the 13F portfolio, value $877,025.

    13F-HR 0001172661-25-001623 filed by Tandem Investment Partners 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 41,406 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $939,920.

    13F-HR 0001172661-25-000731 filed by Tandem Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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