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Disclosery

Allworth Financial LP: SCHH position timeline

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

Allworth Financial LP held 15,788 SCHH 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 15,788 shares
    Change vs previous 13F -1,283 shares

    <0.01% of the 13F portfolio, value $373,850.

    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 17,071 shares
    Change vs previous 13F -1,671 shares

    <0.01% of the 13F portfolio, value $366,849.

    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 18,742 shares
    Change vs previous 13F -7,148 shares

    <0.01% of the 13F portfolio, value $391,523.

    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 25,890 shares
    Change vs previous 13F -35 shares

    <0.01% of the 13F portfolio, value $558,446.

    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 25,925 shares
    Change vs previous 13F -9,716 shares

    <0.01% of the 13F portfolio, value $548,568.

    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 35,641 shares
    Change vs previous 13F -5,130 shares

    <0.01% of the 13F portfolio, value $737,422.

    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 40,771 shares
    Change vs previous 13F +2,789 shares

    <0.01% of the 13F portfolio, value $859,865.

    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 37,982 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $880,048.

    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).