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Steward Partners Investment Advisory, LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on SCHB, newest first. How the timeline and the estimate are built.

Steward Partners Investment Advisory, LLC held 54,881 SCHB 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 54,881 shares
    Change vs previous 13F -8,098 shares

    0.01% of the 13F portfolio, value $1,589,359.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 62,979 shares
    Change vs previous 13F -4,821 shares

    0.01% of the 13F portfolio, value $1,580,778.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 67,800 shares
    Change vs previous 13F +7,910 shares

    0.01% of the 13F portfolio, value $1,778,401.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 59,890 shares
    Change vs previous 13F +27,890 shares

    0.01% of the 13F portfolio, value $1,539,760.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 32,000 shares
    Change vs previous 13F +15,845 shares

    0.01% of the 13F portfolio, value $762,569.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 16,155 shares
    Change vs previous 13F +3,000 shares

    <0.01% of the 13F portfolio, value $347,820.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 13,155 shares
    Change vs previous 13F +10,624 shares

    <0.01% of the 13F portfolio, value $298,627.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 2,531 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $168,360.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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