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Disclosery

Advisor OS, LLC: SCHF position timeline

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

Advisor OS, LLC held 14,005 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,005 shares
    Change vs previous 13F -1,893 shares

    0.03% of the 13F portfolio, value $387,923.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 15,898 shares
    Change vs previous 13F -642 shares

    0.03% of the 13F portfolio, value $393,472.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 16,540 shares
    Change vs previous 13F -4,846 shares

    0.03% of the 13F portfolio, value $397,619.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 21,386 shares
    Change vs previous 13F -1,772 shares

    0.04% of the 13F portfolio, value $497,865.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 23,158 shares
    Change vs previous 13F +1,638 shares

    0.05% of the 13F portfolio, value $511,802.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 21,520 shares
    Change vs previous 13F +394 shares

    0.05% of the 13F portfolio, value $425,669.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 21,126 shares
    Change vs previous 13F +14,876 shares

    0.05% of the 13F portfolio, value $390,829.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 6,250 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $257,021.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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