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Weinberger Asset Management, Inc: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Weinberger Asset Management, Inc on SCHB, newest first. How the timeline and the estimate are built.

Weinberger Asset Management, Inc held 495,593 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 495,593 shares
    Change vs previous 13F +7,516 shares

    4.59% of the 13F portfolio, value $14,297,847.

    13F-HR 0002051705-26-000007 filed by Weinberger Asset Management, Inc
    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 488,077 shares
    Change vs previous 13F +6,290 shares

    4.59% of the 13F portfolio, value $12,250,740.

    13F-HR 0002051705-26-000005 filed by Weinberger Asset Management, Inc
    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 481,787 shares
    Change vs previous 13F -36,432 shares

    4.55% of the 13F portfolio, value $12,637,282.

    13F-HR 0002051705-26-000002 filed by Weinberger Asset Management, Inc
    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 518,219 shares
    Change vs previous 13F -14,208 shares

    4.82% of the 13F portfolio, value $13,323,422.

    13F-HR 0002051705-25-000003 filed by Weinberger Asset Management, Inc
    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 532,427 shares
    Change vs previous 13F -8,440 shares

    4.9% of the 13F portfolio, value $12,687,741.

    13F-HR 0001085146-25-003719 filed by Weinberger Asset Management, Inc
    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 540,867 shares
    Change vs previous 13F -14,907 shares

    4.99% of the 13F portfolio, value $11,644,871.

    13F-HR 0001085146-25-001928 filed by Weinberger Asset Management, Inc
    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 555,774 shares
    Change vs previous 13F +367,993 shares

    5.27% of the 13F portfolio, value $12,616,077.

    13F-HR 0001085146-25-000761 filed by Weinberger Asset Management, Inc
    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 187,781 shares
    Change vs previous 13F not available

    5.32% of the 13F portfolio, value $12,491,224.

    13F-HR 0001085146-25-000760 filed by Weinberger Asset Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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