Venture Visionary Partners LLC: SCHB position timeline

Venture Visionary Partners LLC held 293,683 SCHB shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 293,683 shares

   Change vs previous 13F +38,326 shares

   0.23% of the 13F portfolio, value $8,607,891.

   13F-HR 0001172661-26-004423 filed by Venture Visionary Partners LLC
   Accepted 2026-10-07 16:32:35 UTC, ingested 2026-10-07 16:33:30 UTC

2. period ended2026-06-30

   13F 255,357 shares

   Change vs previous 13F +75,866 shares

   0.21% of the 13F portfolio, value $7,395,174.

   13F-HR 0001172661-26-002806 filed by Venture Visionary Partners LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 179,491 shares

   Change vs previous 13F -11,778 shares

   0.15% of the 13F portfolio, value $4,505,248.

   13F-HR 0001172661-26-001979 filed by Venture Visionary Partners LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 191,269 shares

   Change vs previous 13F -5,780 shares

   0.16% of the 13F portfolio, value $5,017,001.

   13F-HR 0001172661-26-000759 filed by Venture Visionary Partners LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 197,049 shares

   Change vs previous 13F +144 shares

   0.17% of the 13F portfolio, value $5,066,145.

   13F-HR 0001172661-25-004163 filed by Venture Visionary Partners LLC
   Filed 2025-10-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 196,905 shares

   Change vs previous 13F +87 shares

   0.18% of the 13F portfolio, value $4,692,253.

   13F-HR 0001172661-25-002642 filed by Venture Visionary Partners LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 196,818 shares

   Change vs previous 13F -81 shares

   0.18% of the 13F portfolio, value $4,237,508.

   13F-HR 0001172661-25-001797 filed by Venture Visionary Partners LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F/A 196,899 shares

   Change vs previous 13F not available

   0.19% of the 13F portfolio, value $4,469,613.

   13F-HR/A 0001172661-25-002582 filed by Venture Visionary Partners LLC
   Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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