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Kestra Advisory Services, LLC: SCHZ position timeline

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

Kestra Advisory Services, LLC held 177,112 SCHZ 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 177,112 shares
    Change vs previous 13F +26,121 shares

    0.01% of the 13F portfolio, value $4,096,612.

    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: 19,819 shares
    • Kestra Advisory Services, LLC: 157,293 shares

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

  2. period ended2026-03-31
    13F 150,991 shares
    Change vs previous 13F +52,223 shares

    0.01% of the 13F portfolio, value $3,506,008.

    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: 22,994 shares
    • Kestra Advisory Services, LLC: 127,997 shares

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

  3. period ended2025-12-31
    13F 98,768 shares
    Change vs previous 13F -1,197 shares

    0.01% of the 13F portfolio, value $2,308,203.

    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: 23,836 shares
    • Kestra Advisory Services, LLC: 74,932 shares

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

  4. period ended2025-09-30
    13F 99,965 shares
    Change vs previous 13F -12,743 shares

    0.01% of the 13F portfolio, value $2,346,179.

    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: 26,170 shares
    • Kestra Advisory Services, LLC: 73,795 shares

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

  5. period ended2025-06-30
    13F 112,708 shares
    Change vs previous 13F +47,575 shares

    0.01% of the 13F portfolio, value $2,619,344.

    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: 30,566 shares
    • Kestra Advisory Services, LLC: 82,142 shares

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

  6. period ended2025-03-31
    13F 65,133 shares
    Change vs previous 13F -62,179 shares

    0.01% of the 13F portfolio, value $1,508,480.

    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: 22,383 shares
    • Kestra Advisory Services, LLC: 42,750 shares

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

  7. period ended2024-12-31
    13F 127,312 shares
    Change vs previous 13F +42,559 shares

    0.01% of the 13F portfolio, value $2,889,982.

    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: 21,774 shares
    • Kestra Advisory Services, LLC: 105,538 shares

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

  8. period ended2024-09-30
    13F 84,753 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,027,478.

    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: 10,720 shares
    • Kestra Advisory Services, LLC: 74,033 shares

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