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Cetera Investment Advisers: SCHI position timeline

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

Cetera Investment Advisers held 428,440 SCHI 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 428,440 shares
    Change vs previous 13F +145,537 shares

    0.01% of the 13F portfolio, value $9,699,871.

    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 282,903 shares
    Change vs previous 13F +24,575 shares

    0.01% of the 13F portfolio, value $6,416,240.

    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 258,328 shares
    Change vs previous 13F +30,869 shares

    0.01% of the 13F portfolio, value $5,933,792.

    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 227,459 shares
    Change vs previous 13F +18,414 shares

    0.01% of the 13F portfolio, value $5,249,755.

    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 209,045 shares
    Change vs previous 13F +466 shares

    0.01% of the 13F portfolio, value $4,757,865.

    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 208,579 shares
    Change vs previous 13F +11,739 shares

    0.01% of the 13F portfolio, value $4,684,683.

    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 196,840 shares
    Change vs previous 13F +110,482 shares

    0.01% of the 13F portfolio, value $4,344,269.

    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 86,358 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,986,306.

    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).