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Kestra Advisory Services, LLC: SCHG position timeline

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

Kestra Advisory Services, LLC held 2,869,882 SCHG 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 2,869,882 shares
    Change vs previous 13F +323,899 shares

    0.21% of the 13F portfolio, value $97,116,812.

    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: 171,769 shares
    • Kestra Advisory Services, LLC: 2,689,962 shares
    • Kestra Investment Management, LLC: 8,151 shares

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

  2. period ended2026-03-31
    13F 2,545,983 shares
    Change vs previous 13F +269,593 shares

    0.21% of the 13F portfolio, value $74,164,483.

    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: 170,364 shares
    • Kestra Advisory Services, LLC: 2,375,619 shares

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

  3. period ended2025-12-31
    13F 2,276,390 shares
    Change vs previous 13F +297,161 shares

    0.23% of the 13F portfolio, value $74,255,824.

    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: 163,473 shares
    • Kestra Advisory Services, LLC: 2,112,917 shares

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

  4. period ended2025-09-30
    13F 1,979,229 shares
    Change vs previous 13F -284,087 shares

    0.21% of the 13F portfolio, value $63,157,187.

    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: 157,792 shares
    • Kestra Advisory Services, LLC: 1,821,437 shares

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

  5. period ended2025-06-30
    13F 2,263,316 shares
    Change vs previous 13F -263,481 shares

    0.24% of the 13F portfolio, value $66,111,448.

    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: 154,253 shares
    • Kestra Advisory Services, LLC: 2,109,063 shares

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

  6. period ended2025-03-31
    13F 2,526,797 shares
    Change vs previous 13F +179,989 shares

    0.24% of the 13F portfolio, value $63,270,997.

    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: 157,426 shares
    • Kestra Advisory Services, LLC: 2,369,371 shares

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

  7. period ended2024-12-31
    13F 2,346,808 shares
    Change vs previous 13F +1,651,033 shares

    0.27% of the 13F portfolio, value $65,405,533.

    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: 23,915 shares
    • Kestra Advisory Services, LLC: 2,322,893 shares

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

  8. period ended2024-09-30
    13F 695,775 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $72,485,795.

    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: 7,948 shares
    • Kestra Advisory Services, LLC: 687,827 shares

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