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Cetera Investment Advisers: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cetera Investment Advisers on SCHB, newest first. How the timeline and the estimate are built.

Cetera Investment Advisers held 376,746 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 376,746 shares
    Change vs previous 13F +11,723 shares

    0.01% of the 13F portfolio, value $10,910,574.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 365,023 shares
    Change vs previous 13F -403,426 shares

    0.01% of the 13F portfolio, value $9,162,085.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 768,449 shares
    Change vs previous 13F +12,533 shares

    0.02% of the 13F portfolio, value $20,156,438.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 755,916 shares
    Change vs previous 13F +120,704 shares

    0.02% of the 13F portfolio, value $19,434,601.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 635,212 shares
    Change vs previous 13F +47,282 shares

    0.03% of the 13F portfolio, value $15,137,091.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 587,930 shares
    Change vs previous 13F +27,325 shares

    0.02% of the 13F portfolio, value $12,658,142.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 560,605 shares
    Change vs previous 13F +389,449 shares

    0.03% of the 13F portfolio, value $12,725,727.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 171,156 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $11,385,284.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).