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Disclosery

Savant Capital, LLC: SCHB position timeline

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

Savant Capital, LLC held 5,943,212 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,943,212 shares
    Change vs previous 13F +2,973,338 shares

    0.47% of the 13F portfolio, value $160,733,992.

    13F-HR 0001482880-26-000014 filed by Savant Capital, 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 2,969,874 shares
    Change vs previous 13F +170,270 shares

    0.36% of the 13F portfolio, value $74,543,840.

    13F-HR 0001482880-26-000009 filed by Savant Capital, 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 2,799,604 shares
    Change vs previous 13F -63,815 shares

    0.42% of the 13F portfolio, value $73,433,625.

    13F-HR 0001482880-26-000005 filed by Savant Capital, 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/A 2,863,419 shares
    Change vs previous 13F +556,198 shares

    0.45% of the 13F portfolio, value $73,618,506.

    13F-HR/A 0001482880-26-000008 filed by Savant Capital, 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/A 2,307,221 shares
    Change vs previous 13F +401,683 shares

    0.4% of the 13F portfolio, value $54,981,072.

    13F-HR/A 0001482880-26-000007 filed by Savant Capital, 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/A 1,905,538 shares
    Change vs previous 13F +217,280 shares

    0.35% of the 13F portfolio, value $41,026,242.

    13F-HR/A 0001482880-26-000006 filed by Savant Capital, 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 1,688,258 shares
    Change vs previous 13F +1,118,694 shares

    0.3% of the 13F portfolio, value $38,323,453.

    13F-HR 0001085146-25-000573 filed by Savant Capital, 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 569,564 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $37,887,372.

    13F-HR 0001085146-24-005340 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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