Kestra Advisory Services, LLC: SCHO position timeline

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

Kestra Advisory Services, LLC held 1,063,830 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 1,063,830 shares
Change vs previous 13F -297,155 shares
0.06% of the 13F portfolio, value $25,680,836.
13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 128,394 shares
- Kestra Advisory Services, LLC: 44,015 shares
- Kestra Investment Management, LLC: 891,421 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,360,985 shares
Change vs previous 13F +1,184,309 shares
0.08% of the 13F portfolio, value $33,032,548.
13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 125,986 shares
- Kestra Advisory Services, LLC: 26,675 shares
- Kestra Investment Management, LLC: 1,208,324 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 176,676 shares
Change vs previous 13F +3,577 shares
0.01% of the 13F portfolio, value $4,305,597.
13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 132,452 shares
- Kestra Advisory Services, LLC: 44,224 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 173,099 shares
Change vs previous 13F -11,777 shares
0.01% of the 13F portfolio, value $4,223,602.
13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 135,034 shares
- Kestra Advisory Services, LLC: 38,065 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 184,876 shares
Change vs previous 13F -1,418 shares
0.02% of the 13F portfolio, value $4,507,284.
13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 172,514 shares
- Kestra Advisory Services, LLC: 12,362 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 186,294 shares
Change vs previous 13F +6,108 shares
0.02% of the 13F portfolio, value $4,534,396.
13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 176,143 shares
- Kestra Advisory Services, LLC: 10,151 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 180,186 shares
Change vs previous 13F +84,490 shares
0.02% of the 13F portfolio, value $4,335,276.
13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 155,876 shares
- Kestra Advisory Services, LLC: 24,310 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 95,696 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $4,687,212.
13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 76,146 shares
- Kestra Advisory Services, LLC: 19,550 shares
Acceptance time not in the bulk data set (spec §4.2).