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Kestra Advisory Services, LLC: SCHA position timeline

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

Kestra Advisory Services, LLC held 1,064,724 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,064,724 shares
    Change vs previous 13F +28,901 shares

    0.1% of the 13F portfolio, value $38,468,463.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 46,021 shares
    • Kestra Advisory Services, LLC: 1,018,703 shares

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

  2. period ended2026-03-31
    13F 1,035,823 shares
    Change vs previous 13F +22,319 shares

    0.09% of the 13F portfolio, value $30,121,743.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 46,064 shares
    • Kestra Advisory Services, LLC: 989,759 shares

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

  3. period ended2025-12-31
    13F 1,013,504 shares
    Change vs previous 13F +112,624 shares

    0.09% of the 13F portfolio, value $28,864,590.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 41,846 shares
    • Kestra Advisory Services, LLC: 971,658 shares

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

  4. period ended2025-09-30
    13F 900,880 shares
    Change vs previous 13F +802,323 shares

    0.09% of the 13F portfolio, value $25,134,569.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 31,915 shares
    • Kestra Advisory Services, LLC: 868,965 shares

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

  5. period ended2025-06-30
    13F 98,557 shares
    Change vs previous 13F -32,287 shares

    0.01% of the 13F portfolio, value $2,493,485.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 22,771 shares
    • Kestra Advisory Services, LLC: 75,786 shares

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

  6. period ended2025-03-31
    13F 130,844 shares
    Change vs previous 13F -672,220 shares

    0.01% of the 13F portfolio, value $3,065,675.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 20,070 shares
    • Kestra Advisory Services, LLC: 110,774 shares

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

  7. period ended2024-12-31
    13F 803,064 shares
    Change vs previous 13F +353,817 shares

    0.09% of the 13F portfolio, value $20,767,236.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,525 shares
    • Kestra Advisory Services, LLC: 784,539 shares

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

  8. period ended2024-09-30
    13F 449,247 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $23,136,216.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,244 shares
    • Kestra Advisory Services, LLC: 440,003 shares

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