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Disclosery

Capital Analysts, LLC: SCHB position timeline

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

Capital Analysts, LLC held 48,692 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 48,692 shares
    Change vs previous 13F +20,858 shares

    0.03% of the 13F portfolio, value $1,410,000.

    13F-HR 0001624758-26-000011 filed by Capital Analysts, LLC
    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 27,834 shares
    Change vs previous 13F +64 shares

    0.02% of the 13F portfolio, value $699,000.

    13F-HR 0001624758-26-000005 filed by Capital Analysts, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F/A 27,770 shares
    Change vs previous 13F +71 shares

    0.02% of the 13F portfolio, value $728,000.

    13F-HR/A 0001624758-26-000008 filed by Capital Analysts, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 27,699 shares
    Change vs previous 13F +26 shares

    0.02% of the 13F portfolio, value $712,000.

    13F-HR 0001624758-25-000011 filed by Capital Analysts, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 27,673 shares
    Change vs previous 13F +1,647 shares

    0.02% of the 13F portfolio, value $659,000.

    13F-HR 0001624758-25-000006 filed by Capital Analysts, LLC
    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 26,026 shares
    Change vs previous 13F +6,876 shares

    0.02% of the 13F portfolio, value $560,000.

    13F-HR 0001624758-25-000004 filed by Capital Analysts, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 19,150 shares
    Change vs previous 13F +12,124 shares

    0.02% of the 13F portfolio, value $434,000.

    13F-HR 0001624758-25-000002 filed by Capital Analysts, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 7,026 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $467,000.

    13F-HR 0001624758-24-000014 filed by Capital Analysts, LLC
    Filed (acceptance time not in the bulk data set), ingested

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