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OSAIC HOLDINGS, INC.: SCHB position timeline

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

OSAIC HOLDINGS, INC. held 845,594 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 845,594 shares
    Change vs previous 13F +400 shares

    0.03% of the 13F portfolio, value $24,488,924.

    13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, 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 845,194 shares
    Change vs previous 13F +36,347 shares

    0.03% of the 13F portfolio, value $21,214,629.

    13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, 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 808,847 shares
    Change vs previous 13F -42,534 shares

    0.03% of the 13F portfolio, value $21,216,390.

    13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, 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 851,381 shares
    Change vs previous 13F +160,467 shares

    0.03% of the 13F portfolio, value $21,708,432.

    13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, 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/A 690,914 shares
    Change vs previous 13F +3,832 shares

    0.03% of the 13F portfolio, value $16,462,148.

    13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, 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 687,082 shares
    Change vs previous 13F +32,472 shares

    0.03% of the 13F portfolio, value $14,793,179.

    13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, 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/A 654,610 shares
    Change vs previous 13F +202,436 shares

    0.03% of the 13F portfolio, value $14,859,836.

    13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, 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 452,174 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $30,078,951.

    13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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