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Disclosery

Allworth Financial LP: SCHV position timeline

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

Allworth Financial LP held 370,672 SCHV 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 370,672 shares
    Change vs previous 13F -24,559 shares

    0.05% of the 13F portfolio, value $12,903,108.

    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 395,231 shares
    Change vs previous 13F -12,130 shares

    0.05% of the 13F portfolio, value $12,054,560.

    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 407,361 shares
    Change vs previous 13F -9,287 shares

    0.05% of the 13F portfolio, value $12,061,947.

    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 416,648 shares
    Change vs previous 13F -20,049 shares

    0.05% of the 13F portfolio, value $12,128,613.

    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 436,697 shares
    Change vs previous 13F +21,765 shares

    0.06% of the 13F portfolio, value $12,083,408.

    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 414,932 shares
    Change vs previous 13F +253,007 shares

    0.06% of the 13F portfolio, value $10,626,412.

    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 161,925 shares
    Change vs previous 13F +135,826 shares

    0.02% of the 13F portfolio, value $4,383,324.

    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 26,099 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,097,611.

    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).