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Cetera Investment Advisers: SCHV position timeline

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

Cetera Investment Advisers held 3,571,303 SCHV 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 3,571,303 shares
    Change vs previous 13F +27,119 shares

    0.11% of the 13F portfolio, value $124,317,054.

    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 3,544,184 shares
    Change vs previous 13F -70,132 shares

    0.11% of the 13F portfolio, value $108,097,614.

    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 3,614,316 shares
    Change vs previous 13F +615,249 shares

    0.12% of the 13F portfolio, value $107,019,889.

    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 2,999,067 shares
    Change vs previous 13F +1,771,637 shares

    0.1% of the 13F portfolio, value $87,302,858.

    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 1,227,430 shares
    Change vs previous 13F +46,457 shares

    0.06% of the 13F portfolio, value $33,962,971.

    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 1,180,973 shares
    Change vs previous 13F +21,200 shares

    0.06% of the 13F portfolio, value $31,390,235.

    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 1,159,773 shares
    Change vs previous 13F +753,770 shares

    0.06% of the 13F portfolio, value $30,235,287.

    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 406,003 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $32,630,498.

    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).