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Tolleson Wealth Management, Inc.: SCHB position timeline

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

Tolleson Wealth Management, Inc. held 62,668 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,668 shares
    Change vs previous 13F -5,309 shares

    0.24% of the 13F portfolio, value $1,814,865.

    13F-HR 0001772937-26-000010 filed by Tolleson Wealth 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 67,977 shares
    Change vs previous 13F -1 shares

    0.25% of the 13F portfolio, value $1,706,223.

    13F-HR 0001772937-26-000006 filed by Tolleson Wealth 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 67,978 shares
    Change vs previous 13F -659 shares

    0.26% of the 13F portfolio, value $1,783,063.

    13F-HR 0001772937-26-000001 filed by Tolleson Wealth 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 68,637 shares
    Change vs previous 13F -2,303 shares

    0.27% of the 13F portfolio, value $1,764,657.

    13F-HR 0001772937-25-000016 filed by Tolleson Wealth 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/A 70,940 shares
    Change vs previous 13F -7,272 shares

    0.29% of the 13F portfolio, value $1,690,500.

    13F-HR/A 0001772937-25-000014 filed by Tolleson Wealth 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/A 78,212 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $1,683,894.

    13F-HR/A 0001772937-25-000013 filed by Tolleson Wealth 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 78,212 shares
    Change vs previous 13F +52,141 shares

    0.36% of the 13F portfolio, value $1,775,000.

    13F-HR 0001772937-25-000004 filed by Tolleson Wealth 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 26,071 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,734,000.

    13F-HR 0001772937-24-000009 filed by Tolleson Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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