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Cetera Investment Advisers: SCHC position timeline

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

Cetera Investment Advisers held 256,952 SCHC 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 256,952 shares
    Change vs previous 13F +14,356 shares

    0.01% of the 13F portfolio, value $12,364,504.

    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 242,596 shares
    Change vs previous 13F +3,611 shares

    0.01% of the 13F portfolio, value $11,338,940.

    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 238,985 shares
    Change vs previous 13F +9,596 shares

    0.01% of the 13F portfolio, value $10,880,972.

    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 229,389 shares
    Change vs previous 13F +16,185 shares

    0.01% of the 13F portfolio, value $10,439,528.

    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 213,204 shares
    Change vs previous 13F -7,045 shares

    0.02% of the 13F portfolio, value $9,080,372.

    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 220,249 shares
    Change vs previous 13F -58,170 shares

    0.02% of the 13F portfolio, value $7,902,553.

    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 278,419 shares
    Change vs previous 13F -42,634 shares

    0.02% of the 13F portfolio, value $9,558,139.

    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 321,053 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $12,370,163.

    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).