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TOTAL INVESTMENT MANAGEMENT INC: SCHB position timeline

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

TOTAL INVESTMENT MANAGEMENT INC held 22,113 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,113 shares
    Change vs previous 13F +36 shares

    0.07% of the 13F portfolio, value $637,955.

    13F-HR 0001068804-26-000004 filed by TOTAL INVESTMENT MANAGEMENT INC
    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 22,077 shares
    Change vs previous 13F +204 shares

    0.06% of the 13F portfolio, value $554,143.

    13F-HR 0001068804-26-000003 filed by TOTAL INVESTMENT MANAGEMENT INC
    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 21,873 shares
    Change vs previous 13F +42 shares

    0.07% of the 13F portfolio, value $573,719.

    13F-HR 0001068804-26-000002 filed by TOTAL INVESTMENT MANAGEMENT INC
    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 21,831 shares
    Change vs previous 13F -5,038 shares

    0.07% of the 13F portfolio, value $561,270.

    13F-HR 0001068804-25-000008 filed by TOTAL INVESTMENT MANAGEMENT INC
    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 26,869 shares
    Change vs previous 13F +1,471 shares

    0.09% of the 13F portfolio, value $640,286.

    13F-HR 0001068804-25-000006 filed by TOTAL INVESTMENT MANAGEMENT INC
    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 25,398 shares
    Change vs previous 13F +2,400 shares

    0.07% of the 13F portfolio, value $546,810.

    13F-HR 0001068804-25-000004 filed by TOTAL INVESTMENT MANAGEMENT INC
    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 22,998 shares
    Change vs previous 13F +16,399 shares

    0.07% of the 13F portfolio, value $522,045.

    13F-HR 0001068804-25-000001 filed by TOTAL INVESTMENT MANAGEMENT INC
    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 6,599 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $438,971.

    13F-HR 0001068804-24-000006 filed by TOTAL INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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