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Allworth Financial LP: SCHP position timeline

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

Allworth Financial LP held 16,011 SCHP 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 16,011 shares
    Change vs previous 13F +2,927 shares

    <0.01% of the 13F portfolio, value $424,284.

    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 13,084 shares
    Change vs previous 13F -4,748 shares

    <0.01% of the 13F portfolio, value $348,177.

    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 17,832 shares
    Change vs previous 13F +2,404 shares

    <0.01% of the 13F portfolio, value $472,371.

    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 15,428 shares
    Change vs previous 13F +868 shares

    <0.01% of the 13F portfolio, value $415,774.

    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 14,560 shares
    Change vs previous 13F +3,386 shares

    <0.01% of the 13F portfolio, value $388,449.

    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 11,174 shares
    Change vs previous 13F -6,802 shares

    <0.01% of the 13F portfolio, value $297,457.

    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 17,976 shares
    Change vs previous 13F +16,023 shares

    <0.01% of the 13F portfolio, value $466,294.

    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 1,953 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $104,748.

    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).