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Kestra Advisory Services, LLC: SCHW position timeline

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

Kestra Advisory Services, LLC held 465,222 SCHW 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 465,222 shares
    Change vs previous 13F +217,040 shares

    0.09% of the 13F portfolio, value $42,926,059.

    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: 43,812 shares
    • Kestra Advisory Services, LLC: 385,528 shares
    • Kestra Investment Management, LLC: 35,882 shares

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

  2. period ended2026-03-31
    13F 248,182 shares
    Change vs previous 13F +42,959 shares

    0.06% of the 13F portfolio, value $23,324,300.

    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: 41,906 shares
    • Kestra Advisory Services, LLC: 164,777 shares
    • Kestra Investment Management, LLC: 41,499 shares

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

  3. period ended2025-12-31
    13F 205,223 shares
    Change vs previous 13F -7,808 shares

    0.06% of the 13F portfolio, value $20,503,886.

    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: 9,511 shares
    • Kestra Advisory Services, LLC: 165,239 shares
    • Kestra Investment Management, LLC: 30,473 shares

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

  4. period ended2025-09-30
    13F 213,031 shares
    Change vs previous 13F +23,946 shares

    0.06% of the 13F portfolio, value $20,338,111.

    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: 9,521 shares
    • Kestra Advisory Services, LLC: 175,841 shares
    • Kestra Investment Management, LLC: 27,669 shares

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

  5. period ended2025-06-30
    13F/A 189,085 shares
    Change vs previous 13F +22,333 shares

    0.06% of the 13F portfolio, value $17,252,107.

    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: 9,455 shares
    • Kestra Advisory Services, LLC: 157,092 shares
    • Kestra Investment Management, LLC: 22,538 shares

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

  6. period ended2025-03-31
    13F/A 166,752 shares
    Change vs previous 13F +6,198 shares

    0.04% of the 13F portfolio, value $13,053,347.

    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: 10,136 shares
    • Kestra Advisory Services, LLC: 156,118 shares
    • Kestra Investment Management, LLC: 498 shares

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

  7. period ended2024-12-31
    13F 160,554 shares
    Change vs previous 13F -187,586 shares

    0.04% of the 13F portfolio, value $11,882,632.

    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: 9,415 shares
    • Kestra Advisory Services, LLC: 150,793 shares
    • Kestra Investment Management, LLC: 346 shares

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

  8. period ended2024-09-30
    13F 348,140 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $22,562,953.

    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: 8,735 shares
    • Kestra Advisory Services, LLC: 336,289 shares
    • Kestra Investment Management, LLC: 3,116 shares

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