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Tradition Wealth Management, LLC: SCHB position timeline

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

Tradition Wealth Management, LLC held 787,134 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 787,134 shares
    Change vs previous 13F +9,400 shares

    1.39% of the 13F portfolio, value $22,795,388.

    13F-HR 0001843010-26-000004 filed by Tradition Wealth Management, 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 777,734 shares
    Change vs previous 13F -20,229 shares

    1.39% of the 13F portfolio, value $19,521,135.

    13F-HR 0001843010-26-000003 filed by Tradition Wealth Management, 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 797,963 shares
    Change vs previous 13F -11,964 shares

    1.5% of the 13F portfolio, value $20,930,557.

    13F-HR 0001843010-26-000001 filed by Tradition Wealth Management, 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 809,927 shares
    Change vs previous 13F -4,263 shares

    1.54% of the 13F portfolio, value $20,823,235.

    13F-HR 0001843010-25-000007 filed by Tradition Wealth Management, 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 814,190 shares
    Change vs previous 13F +8,856 shares

    1.55% of the 13F portfolio, value $19,402,155.

    13F-HR 0001843010-25-000004 filed by Tradition Wealth Management, 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 805,334 shares
    Change vs previous 13F +4,251 shares

    1.53% of the 13F portfolio, value $17,338,830.

    13F-HR 0001843010-25-000003 filed by Tradition Wealth Management, 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 801,083 shares
    Change vs previous 13F +534,194 shares

    1.6% of the 13F portfolio, value $18,184,580.

    13F-HR 0001843010-25-000001 filed by Tradition Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 266,889 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $17,753,481.

    13F-HR 0001843010-24-000004 filed by Tradition Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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