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Disclosery

Allworth Financial LP: SCHD position timeline

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

Allworth Financial LP held 985,149 SCHD 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 985,149 shares
    Change vs previous 13F -510,148 shares

    0.13% of the 13F portfolio, value $31,239,069.

    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 1,495,297 shares
    Change vs previous 13F -1,242,485 shares

    0.19% of the 13F portfolio, value $45,875,716.

    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 2,737,782 shares
    Change vs previous 13F +465,933 shares

    0.31% of the 13F portfolio, value $75,097,359.

    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 2,271,849 shares
    Change vs previous 13F +90,043 shares

    0.27% of the 13F portfolio, value $62,021,483.

    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 2,181,806 shares
    Change vs previous 13F +41,063 shares

    0.28% of the 13F portfolio, value $57,817,863.

    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 2,140,743 shares
    Change vs previous 13F +39,930 shares

    0.31% of the 13F portfolio, value $55,038,494.

    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 2,100,813 shares
    Change vs previous 13F +1,541,366 shares

    0.32% of the 13F portfolio, value $58,654,700.

    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 559,447 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $47,290,080.

    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).