TrinityPoint Wealth, LLC: SCHB position timeline

TrinityPoint Wealth, LLC held 799,605 SCHB shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 799,605 shares

   Change vs previous 13F +525,450 shares

   2.55% of the 13F portfolio, value $18,151,040.

   13F-HR 0001085146-25-001498 filed by TrinityPoint Wealth, LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

2. period ended2024-09-30

   13F 274,155 shares

   Change vs previous 13F -2,693 shares

   2.62% of the 13F portfolio, value $18,236,787.

   13F-HR 0001765380-24-000406 filed by TrinityPoint Wealth, LLC
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

3. period ended2024-06-30

   13F 276,848 shares

   Change vs previous 13F +1,208 shares

   2.72% of the 13F portfolio, value $17,405,424.

   13F-HR 0001765380-24-000249 filed by TrinityPoint Wealth, LLC
   Filed 2024-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

4. period ended2024-03-31

   13F 275,640 shares

   Change vs previous 13F +1,357 shares

   2.78% of the 13F portfolio, value $16,827,820.

   13F-HR 0001765380-24-000197 filed by TrinityPoint Wealth, LLC
   Filed 2024-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

5. period ended2023-12-31

   13F/A 274,283 shares

   Change vs previous 13F +1,652 shares

   2.77% of the 13F portfolio, value $15,269,339.

   13F-HR/A 0001765380-24-000151 filed by TrinityPoint Wealth, LLC
   Filed 2024-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

6. period ended2023-09-30

   13F 272,631 shares

   Change vs previous 13F +1,353 shares

   2.71% of the 13F portfolio, value $13,590,635.

   13F-HR 0001765380-23-000217 filed by TrinityPoint Wealth, LLC
   Filed 2023-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

7. period ended2023-06-30

   13F 271,278 shares

   Change vs previous 13F +9,547 shares

   2.74% of the 13F portfolio, value $14,025,059.

   13F-HR 0001765380-23-000130 filed by TrinityPoint Wealth, LLC
   Filed 2023-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

8. period ended2023-03-31

   13F 261,731 shares

   Change vs previous 13F not available

   2.68% of the 13F portfolio, value $12,523,836.

   13F-HR 0001765380-23-000089 filed by TrinityPoint Wealth, LLC
   Filed 2023-05-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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