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Kestra Advisory Services, LLC: SCHX position timeline

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

Kestra Advisory Services, LLC held 262,298 SCHX 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 262,298 shares
    Change vs previous 13F -61,309 shares

    0.02% of the 13F portfolio, value $7,719,449.

    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: 36,326 shares
    • Kestra Advisory Services, LLC: 225,972 shares

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

  2. period ended2026-03-31
    13F 323,607 shares
    Change vs previous 13F +80,970 shares

    0.02% of the 13F portfolio, value $8,297,282.

    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: 36,210 shares
    • Kestra Advisory Services, LLC: 287,397 shares

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

  3. period ended2025-12-31
    13F 242,637 shares
    Change vs previous 13F +23,490 shares

    0.02% of the 13F portfolio, value $6,529,361.

    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: 38,676 shares
    • Kestra Advisory Services, LLC: 203,961 shares

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

  4. period ended2025-09-30
    13F 219,147 shares
    Change vs previous 13F -12,013 shares

    0.02% of the 13F portfolio, value $5,772,331.

    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: 32,452 shares
    • Kestra Advisory Services, LLC: 186,695 shares

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

  5. period ended2025-06-30
    13F 231,160 shares
    Change vs previous 13F +20,839 shares

    0.02% of the 13F portfolio, value $5,649,558.

    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: 39,296 shares
    • Kestra Advisory Services, LLC: 191,864 shares

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

  6. period ended2025-03-31
    13F 210,321 shares
    Change vs previous 13F -122,664 shares

    0.02% of the 13F portfolio, value $4,643,888.

    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: 38,398 shares
    • Kestra Advisory Services, LLC: 171,923 shares

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

  7. period ended2024-12-31
    13F 332,985 shares
    Change vs previous 13F +94,666 shares

    0.03% of the 13F portfolio, value $7,718,592.

    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: 39,616 shares
    • Kestra Advisory Services, LLC: 293,369 shares

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

  8. period ended2024-09-30
    13F 238,319 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $16,169,968.

    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: 13,196 shares
    • Kestra Advisory Services, LLC: 225,123 shares

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