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TruWealth Advisors, LLC: SCHB position timeline

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

TruWealth Advisors, LLC held 484,717 SCHB shares at 2026-03-31 per its 13F-HR filed 2026-04-09.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 484,717 shares
    Change vs previous 13F +6,366 shares

    0.58% of the 13F portfolio, value $12,166,389.

    13F-HR 0002085853-26-000301 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 478,351 shares
    Change vs previous 13F +6,326 shares

    0.61% of the 13F portfolio, value $12,547,149.

    13F-HR 0002085853-26-000014 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 472,025 shares
    Change vs previous 13F -465 shares

    0.61% of the 13F portfolio, value $12,135,757.

    13F-HR 0002085853-25-000011 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 472,490 shares
    Change vs previous 13F +8,591 shares

    0.62% of the 13F portfolio, value $11,259,426.

    13F-HR 0001667731-25-000725 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 463,899 shares
    Change vs previous 13F +9,621 shares

    0.6% of the 13F portfolio, value $9,987,745.

    13F-HR 0001667731-25-000395 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 454,278 shares
    Change vs previous 13F +305,182 shares

    0.62% of the 13F portfolio, value $10,312,118.

    13F-HR 0001667731-25-000029 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 149,096 shares
    Change vs previous 13F -243 shares

    0.61% of the 13F portfolio, value $9,917,894.

    13F-HR 0001834985-24-000005 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 149,339 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $9,388,932.

    13F-HR 0001834985-24-000003 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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