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Disclosery

Towercrest Capital Management: SCHB position timeline

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

Towercrest Capital Management held 414,502 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 414,502 shares
    Change vs previous 13F +9,822 shares

    1.67% of the 13F portfolio, value $12,003,964.

    13F-HR 0001633288-26-000003 filed by Towercrest Capital 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 404,680 shares
    Change vs previous 13F -3,711 shares

    1.58% of the 13F portfolio, value $10,157,457.

    13F-HR 0001633288-26-000002 filed by Towercrest Capital 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 408,391 shares
    Change vs previous 13F -8,836 shares

    1.69% of the 13F portfolio, value $10,712,100.

    13F-HR 0001633288-26-000001 filed by Towercrest Capital 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 417,227 shares
    Change vs previous 13F -11,374 shares

    1.72% of the 13F portfolio, value $10,726,913.

    13F-HR 0001633288-25-000005 filed by Towercrest Capital 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 428,601 shares
    Change vs previous 13F +16,952 shares

    1.82% of the 13F portfolio, value $10,213,565.

    13F-HR 0001633288-25-000003 filed by Towercrest Capital 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 411,649 shares
    Change vs previous 13F -16,113 shares

    1.68% of the 13F portfolio, value $8,862,809.

    13F-HR 0001633288-25-000002 filed by Towercrest Capital 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 427,762 shares
    Change vs previous 13F +268,458 shares

    1.57% of the 13F portfolio, value $9,710,191.

    13F-HR 0001633288-25-000001 filed by Towercrest Capital 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 159,304 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $10,596,926.

    13F-HR 0001633288-24-000004 filed by Towercrest Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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