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Disclosery

CWM, LLC: SCHB position timeline

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

CWM, LLC held 1,693,122 SCHB shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 1,693,122 shares
    Change vs previous 13F +44,348 shares

    0.11% of the 13F portfolio, value $42,497,361.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 1,648,774 shares
    Change vs previous 13F +1,241,374 shares

    0.12% of the 13F portfolio, value $43,247,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 407,400 shares
    Change vs previous 13F +6,195 shares

    0.03% of the 13F portfolio, value $10,474,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 401,205 shares
    Change vs previous 13F -2,536 shares

    0.03% of the 13F portfolio, value $9,561,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 403,741 shares
    Change vs previous 13F +43,756 shares

    0.03% of the 13F portfolio, value $8,693,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 359,985 shares
    Change vs previous 13F +241,171 shares

    0.03% of the 13F portfolio, value $8,172,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 118,814 shares
    Change vs previous 13F -1,746 shares

    0.03% of the 13F portfolio, value $7,904,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 120,560 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $7,580,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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