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Operose Advisors LLC: SCHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Operose Advisors LLC on SCHF, newest first. How the timeline and the estimate are built.

Operose Advisors LLC held 1,585,159 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,585,159 shares
    Change vs previous 13F +114,862 shares

    8.49% of the 13F portfolio, value $43,908,812.

    13F-HR 0001909750-26-000007 filed by Operose Advisors LLC
    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 1,470,297 shares
    Change vs previous 13F +265,025 shares

    8.44% of the 13F portfolio, value $36,389,767.

    13F-HR 0001909750-26-000005 filed by Operose Advisors LLC
    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 1,205,272 shares
    Change vs previous 13F +204,467 shares

    6.75% of the 13F portfolio, value $28,974,648.

    13F-HR 0001909750-26-000002 filed by Operose Advisors LLC
    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 1,000,805 shares
    Change vs previous 13F +71,848 shares

    5.81% of the 13F portfolio, value $23,298,821.

    13F-HR 0001909750-25-000013 filed by Operose Advisors LLC
    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 928,957 shares
    Change vs previous 13F +28,140 shares

    5.79% of the 13F portfolio, value $20,530,034.

    13F-HR 0001909750-25-000007 filed by Operose Advisors LLC
    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 900,817 shares
    Change vs previous 13F +43,580 shares

    5.9% of the 13F portfolio, value $17,818,150.

    13F-HR 0001909750-25-000005 filed by Operose Advisors LLC
    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 857,237 shares
    Change vs previous 13F +539,266 shares

    5.43% of the 13F portfolio, value $15,858,886.

    13F-HR 0001909750-25-000002 filed by Operose Advisors LLC
    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 317,971 shares
    Change vs previous 13F not available

    4.23% of the 13F portfolio, value $13,074,985.

    13F-HR 0001909750-24-000010 filed by Operose Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).