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Disclosery

Allworth Financial LP: SCHX position timeline

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

Allworth Financial LP held 925,284 SCHX 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 925,284 shares
    Change vs previous 13F -7,635 shares

    0.12% of the 13F portfolio, value $27,231,112.

    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 932,919 shares
    Change vs previous 13F -65,763 shares

    0.1% of the 13F portfolio, value $23,920,051.

    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 998,682 shares
    Change vs previous 13F -16,136 shares

    0.11% of the 13F portfolio, value $26,874,539.

    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 1,014,818 shares
    Change vs previous 13F -12,951 shares

    0.12% of the 13F portfolio, value $26,730,303.

    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 1,027,769 shares
    Change vs previous 13F -11,655 shares

    0.12% of the 13F portfolio, value $25,118,673.

    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 1,039,424 shares
    Change vs previous 13F -17,487 shares

    0.13% of the 13F portfolio, value $22,461,964.

    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 1,056,911 shares
    Change vs previous 13F +705,760 shares

    0.14% of the 13F portfolio, value $25,439,861.

    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 351,151 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $23,825,592.

    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).