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Disclosery

WEATHERLY ASSET MANAGEMENT L. P.: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEATHERLY ASSET MANAGEMENT L. P. on SCHB, newest first. How the timeline and the estimate are built.

WEATHERLY ASSET MANAGEMENT L. P. held 17,275 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,275 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $500,284.

    13F-HR 0000934745-26-000006 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 17,275 shares
    Change vs previous 13F +85 shares

    0.04% of the 13F portfolio, value $433,603.

    13F-HR 0000934745-26-000004 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 17,190 shares
    Change vs previous 13F -1,885 shares

    0.03% of the 13F portfolio, value $450,894.

    13F-HR 0000934745-26-000002 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 19,075 shares
    Change vs previous 13F -4,895 shares

    0.04% of the 13F portfolio, value $490,419.

    13F-HR 0000934745-25-000012 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 23,970 shares
    Change vs previous 13F -2,445 shares

    0.05% of the 13F portfolio, value $571,206.

    13F-HR 0000934745-25-000008 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 26,415 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $568,715.

    13F-HR 0000934745-25-000004 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 26,415 shares
    Change vs previous 13F +17,610 shares

    0.05% of the 13F portfolio, value $599,621.

    13F-HR 0000934745-25-000002 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 8,805 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $585,709.

    13F-HR 0000934745-24-000016 filed by WEATHERLY ASSET MANAGEMENT L. P.
    Filed (acceptance time not in the bulk data set), ingested

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