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Kestra Advisory Services, LLC: SCHF position timeline

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

Kestra Advisory Services, LLC held 882,893 SCHF 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 882,893 shares
    Change vs previous 13F +287,890 shares

    0.06% of the 13F portfolio, value $24,456,135.

    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: 22,845 shares
    • Kestra Advisory Services, LLC: 860,048 shares

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

  2. period ended2026-03-31
    13F 595,003 shares
    Change vs previous 13F +33,491 shares

    0.04% of the 13F portfolio, value $14,726,324.

    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: 23,212 shares
    • Kestra Advisory Services, LLC: 571,791 shares

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

  3. period ended2025-12-31
    13F 561,512 shares
    Change vs previous 13F -48,328 shares

    0.04% of the 13F portfolio, value $13,498,755.

    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: 25,219 shares
    • Kestra Advisory Services, LLC: 536,293 shares

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

  4. period ended2025-09-30
    13F 609,840 shares
    Change vs previous 13F +60,579 shares

    0.05% of the 13F portfolio, value $14,197,072.

    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: 22,300 shares
    • Kestra Advisory Services, LLC: 587,540 shares

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

  5. period ended2025-06-30
    13F 549,261 shares
    Change vs previous 13F +81,317 shares

    0.04% of the 13F portfolio, value $12,138,658.

    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: 15,822 shares
    • Kestra Advisory Services, LLC: 533,439 shares

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

  6. period ended2025-03-31
    13F 467,944 shares
    Change vs previous 13F +211,958 shares

    0.03% of the 13F portfolio, value $9,255,932.

    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: 19,105 shares
    • Kestra Advisory Services, LLC: 448,839 shares

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

  7. period ended2024-12-31
    13F 255,986 shares
    Change vs previous 13F +47,986 shares

    0.02% of the 13F portfolio, value $4,735,741.

    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: 20,718 shares
    • Kestra Advisory Services, LLC: 235,268 shares

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

  8. period ended2024-09-30
    13F 208,000 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $8,552,955.

    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: 10,409 shares
    • Kestra Advisory Services, LLC: 197,591 shares

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