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Disclosery

Allworth Financial LP: SCHR position timeline

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

Allworth Financial LP held 859,244 SCHR 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 859,244 shares
    Change vs previous 13F -29,919 shares

    0.09% of the 13F portfolio, value $21,188,957.

    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 889,163 shares
    Change vs previous 13F -45,776 shares

    0.09% of the 13F portfolio, value $22,149,061.

    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 934,939 shares
    Change vs previous 13F -44,075 shares

    0.1% of the 13F portfolio, value $23,448,283.

    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 979,014 shares
    Change vs previous 13F -29,554 shares

    0.11% of the 13F portfolio, value $24,602,613.

    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 1,008,568 shares
    Change vs previous 13F -48,309 shares

    0.12% of the 13F portfolio, value $25,244,449.

    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 1,056,877 shares
    Change vs previous 13F -327,473 shares

    0.15% of the 13F portfolio, value $26,273,963.

    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 1,384,350 shares
    Change vs previous 13F +697,908 shares

    0.19% of the 13F portfolio, value $33,612,028.

    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 686,442 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $34,733,944.

    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).