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Kestra Advisory Services, LLC: SCHV position timeline

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

Kestra Advisory Services, LLC held 897,975 SCHV 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 897,975 shares
    Change vs previous 13F +50,166 shares

    0.08% of the 13F portfolio, value $31,258,485.

    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: 36,805 shares
    • Kestra Advisory Services, LLC: 861,170 shares

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

  2. period ended2026-03-31
    13F 847,809 shares
    Change vs previous 13F +228,719 shares

    0.07% of the 13F portfolio, value $25,858,169.

    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: 35,922 shares
    • Kestra Advisory Services, LLC: 811,887 shares

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

  3. period ended2025-12-31
    13F 619,090 shares
    Change vs previous 13F +22,172 shares

    0.06% of the 13F portfolio, value $18,331,250.

    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: 11,113 shares
    • Kestra Advisory Services, LLC: 607,977 shares

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

  4. period ended2025-09-30
    13F 596,918 shares
    Change vs previous 13F -103,996 shares

    0.06% of the 13F portfolio, value $17,376,268.

    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: 7,717 shares
    • Kestra Advisory Services, LLC: 589,201 shares

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

  5. period ended2025-06-30
    13F 700,914 shares
    Change vs previous 13F +169,775 shares

    0.09% of the 13F portfolio, value $19,394,279.

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

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

  6. period ended2025-03-31
    13F 531,139 shares
    Change vs previous 13F -212,938 shares

    0.07% of the 13F portfolio, value $14,117,675.

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

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

  7. period ended2024-12-31
    13F 744,077 shares
    Change vs previous 13F +466,599 shares

    0.11% of the 13F portfolio, value $19,398,070.

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

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

  8. period ended2024-09-30
    13F 277,478 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $22,300,873.

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

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