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Disclosery

Allworth Financial LP: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on SCHA, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 220,085 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 220,085 shares
    Change vs previous 13F -10,810 shares

    0.03% of the 13F portfolio, value $7,951,677.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 230,895 shares
    Change vs previous 13F -2,555 shares

    0.03% of the 13F portfolio, value $6,714,424.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 233,450 shares
    Change vs previous 13F +7,174 shares

    0.03% of the 13F portfolio, value $6,648,654.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 226,276 shares
    Change vs previous 13F -5,336 shares

    0.03% of the 13F portfolio, value $6,313,109.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 231,612 shares
    Change vs previous 13F -5,106 shares

    0.03% of the 13F portfolio, value $5,859,790.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 236,718 shares
    Change vs previous 13F +110,266 shares

    0.03% of the 13F portfolio, value $5,387,713.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 126,452 shares
    Change vs previous 13F +81,065 shares

    0.02% of the 13F portfolio, value $3,400,279.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 45,387 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,337,458.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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