Skip to content
Disclosery

VERITY Wealth Advisors: SCHB position timeline

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

VERITY Wealth Advisors held 10,620 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,620 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $307,555.

    13F-HR 0001763138-26-000004 filed by VERITY Wealth Advisors
    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 10,620 shares
    Change vs previous 13F -45,468 shares

    0.18% of the 13F portfolio, value $266,562.

    13F-HR 0001763138-26-000002 filed by VERITY Wealth Advisors
    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 56,088 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $1,471,188.

    13F-HR 0001763138-26-000001 filed by VERITY Wealth Advisors
    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 56,088 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $1,442,022.

    13F-HR 0001763138-25-000007 filed by VERITY Wealth Advisors
    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 56,088 shares
    Change vs previous 13F 0 shares

    0.9% of the 13F portfolio, value $1,336,577.

    13F-HR 0001763138-25-000005 filed by VERITY Wealth Advisors
    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 56,088 shares
    Change vs previous 13F 0 shares

    0.89% of the 13F portfolio, value $1,207,575.

    13F-HR 0001763138-25-000004 filed by VERITY Wealth Advisors
    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 56,088 shares
    Change vs previous 13F +37,392 shares

    0.92% of the 13F portfolio, value $1,273,198.

    13F-HR 0001763138-25-000001 filed by VERITY Wealth Advisors
    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 18,696 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,243,658.

    13F-HR 0001763138-24-000006 filed by VERITY Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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