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Cetera Investment Advisers: SCHW position timeline

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

Cetera Investment Advisers held 626,708 SCHW 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 626,708 shares
    Change vs previous 13F +6,124 shares

    0.05% of the 13F portfolio, value $57,826,276.

    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 620,584 shares
    Change vs previous 13F +84,413 shares

    0.06% of the 13F portfolio, value $58,322,449.

    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 536,171 shares
    Change vs previous 13F +5,575 shares

    0.06% of the 13F portfolio, value $53,568,873.

    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 530,596 shares
    Change vs previous 13F +102,133 shares

    0.06% of the 13F portfolio, value $50,656,053.

    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 428,463 shares
    Change vs previous 13F +29,339 shares

    0.07% of the 13F portfolio, value $39,092,895.

    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 399,124 shares
    Change vs previous 13F +19,894 shares

    0.06% of the 13F portfolio, value $31,243,454.

    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 379,230 shares
    Change vs previous 13F -7,944 shares

    0.06% of the 13F portfolio, value $28,066,816.

    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 387,174 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $25,092,747.

    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).