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Cetera Investment Advisers: SCHX position timeline

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

Cetera Investment Advisers held 1,695,460 SCHX 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 1,695,460 shares
    Change vs previous 13F +106,144 shares

    0.05% of the 13F portfolio, value $49,897,409.

    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 1,589,316 shares
    Change vs previous 13F +226,428 shares

    0.04% of the 13F portfolio, value $40,750,062.

    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 1,362,888 shares
    Change vs previous 13F +252,766 shares

    0.04% of the 13F portfolio, value $36,675,321.

    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 1,110,122 shares
    Change vs previous 13F +179,010 shares

    0.03% of the 13F portfolio, value $29,240,622.

    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 931,112 shares
    Change vs previous 13F +232,909 shares

    0.04% of the 13F portfolio, value $22,756,384.

    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 698,203 shares
    Change vs previous 13F -131,019 shares

    0.03% of the 13F portfolio, value $15,416,336.

    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 829,222 shares
    Change vs previous 13F +533,814 shares

    0.04% of the 13F portfolio, value $19,221,356.

    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 295,408 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $20,043,403.

    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).