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Cetera Investment Advisers: SCHG position timeline

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

Cetera Investment Advisers held 19,036,117 SCHG 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 19,036,117 shares
    Change vs previous 13F +1,080,477 shares

    0.59% of the 13F portfolio, value $644,182,198.

    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 17,955,640 shares
    Change vs previous 13F +995,373 shares

    0.56% of the 13F portfolio, value $523,047,810.

    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 16,960,267 shares
    Change vs previous 13F +1,572,946 shares

    0.6% of the 13F portfolio, value $553,243,935.

    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 15,387,321 shares
    Change vs previous 13F +6,117,535 shares

    0.57% of the 13F portfolio, value $491,009,438.

    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 9,269,786 shares
    Change vs previous 13F -69,390 shares

    0.46% of the 13F portfolio, value $270,770,460.

    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 9,339,176 shares
    Change vs previous 13F +2,035,107 shares

    0.45% of the 13F portfolio, value $233,852,960.

    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 7,304,069 shares
    Change vs previous 13F +5,460,284 shares

    0.43% of the 13F portfolio, value $203,564,392.

    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 1,843,785 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $192,085,540.

    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).