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Disclosery

Allworth Financial LP: SCHF position timeline

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

Allworth Financial LP held 338,286 SCHF 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 338,286 shares
    Change vs previous 13F -7,840 shares

    0.04% of the 13F portfolio, value $9,370,534.

    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 346,126 shares
    Change vs previous 13F -503 shares

    0.03% of the 13F portfolio, value $8,566,611.

    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 346,629 shares
    Change vs previous 13F -1,579 shares

    0.03% of the 13F portfolio, value $8,332,953.

    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 348,208 shares
    Change vs previous 13F -136 shares

    0.04% of the 13F portfolio, value $8,106,275.

    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 348,344 shares
    Change vs previous 13F -23,448 shares

    0.04% of the 13F portfolio, value $7,698,399.

    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 371,792 shares
    Change vs previous 13F +12,369 shares

    0.04% of the 13F portfolio, value $7,558,522.

    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 359,423 shares
    Change vs previous 13F +200,593 shares

    0.04% of the 13F portfolio, value $6,875,776.

    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 158,830 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,531,105.

    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).