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Steward Partners Investment Advisory, LLC: SCHP position timeline

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

Steward Partners Investment Advisory, LLC held 228,489 SCHP 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 228,489 shares
    Change vs previous 13F +9,859 shares

    0.03% of the 13F portfolio, value $6,054,971.

    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 218,630 shares
    Change vs previous 13F -7,701 shares

    0.03% of the 13F portfolio, value $5,817,754.

    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 226,331 shares
    Change vs previous 13F +1,949 shares

    0.03% of the 13F portfolio, value $5,995,518.

    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 224,382 shares
    Change vs previous 13F +1,733 shares

    0.03% of the 13F portfolio, value $6,047,085.

    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 222,649 shares
    Change vs previous 13F +7,055 shares

    0.05% of the 13F portfolio, value $5,940,286.

    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 215,594 shares
    Change vs previous 13F +1,241 shares

    0.05% of the 13F portfolio, value $5,797,321.

    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 214,353 shares
    Change vs previous 13F +99,728 shares

    0.05% of the 13F portfolio, value $5,536,750.

    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 114,625 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,147,324.

    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).