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Kestra Advisory Services, LLC: SCHB position timeline

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

Kestra Advisory Services, LLC held 748,035 SCHB 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 748,035 shares
    Change vs previous 13F +321,005 shares

    0.05% of the 13F portfolio, value $21,663,118.

    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: 71,722 shares
    • Kestra Advisory Services, LLC: 676,313 shares

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

  2. period ended2026-03-31
    13F 427,030 shares
    Change vs previous 13F -45,591 shares

    0.03% of the 13F portfolio, value $10,718,439.

    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: 71,991 shares
    • Kestra Advisory Services, LLC: 355,039 shares

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

  3. period ended2025-12-31
    13F 472,621 shares
    Change vs previous 13F +55,245 shares

    0.04% of the 13F portfolio, value $12,396,861.

    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: 63,745 shares
    • Kestra Advisory Services, LLC: 408,876 shares

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

  4. period ended2025-09-30
    13F 417,376 shares
    Change vs previous 13F -1,934,649 shares

    0.04% of the 13F portfolio, value $10,730,746.

    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: 64,088 shares
    • Kestra Advisory Services, LLC: 353,288 shares

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

  5. period ended2025-06-30
    13F 2,352,025 shares
    Change vs previous 13F +273,993 shares

    0.2% of the 13F portfolio, value $56,048,764.

    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: 62,479 shares
    • Kestra Advisory Services, LLC: 2,289,546 shares

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

  6. period ended2025-03-31
    13F 2,078,032 shares
    Change vs previous 13F +1,907,610 shares

    0.18% of the 13F portfolio, value $48,917,742.

    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: 69,516 shares
    • Kestra Advisory Services, LLC: 2,008,516 shares

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

  7. period ended2024-12-31
    13F 170,422 shares
    Change vs previous 13F -12,364 shares

    0.02% of the 13F portfolio, value $3,868,580.

    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: 65,098 shares
    • Kestra Advisory Services, LLC: 105,324 shares

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

  8. period ended2024-09-30
    13F 182,786 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $12,158,922.

    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: 24,153 shares
    • Kestra Advisory Services, LLC: 158,633 shares

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