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Steward Partners Investment Advisory, LLC: SCHF position timeline

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

Steward Partners Investment Advisory, LLC held 201,046 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 201,046 shares
    Change vs previous 13F +116,872 shares

    0.03% of the 13F portfolio, value $5,568,976.

    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 84,174 shares
    Change vs previous 13F +3,539 shares

    0.01% of the 13F portfolio, value $2,083,318.

    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 80,635 shares
    Change vs previous 13F +3,186 shares

    0.01% of the 13F portfolio, value $1,938,476.

    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 77,449 shares
    Change vs previous 13F +2,615 shares

    0.01% of the 13F portfolio, value $1,803,023.

    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 74,834 shares
    Change vs previous 13F +2,620 shares

    0.01% of the 13F portfolio, value $1,653,842.

    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 72,214 shares
    Change vs previous 13F +8,475 shares

    0.01% of the 13F portfolio, value $1,428,393.

    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 63,739 shares
    Change vs previous 13F +31,925 shares

    0.01% of the 13F portfolio, value $1,179,167.

    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 31,814 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,308,177.

    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).