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OSAIC HOLDINGS, INC.: SCHV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSAIC HOLDINGS, INC. on SCHV, newest first. How the timeline and the estimate are built.

OSAIC HOLDINGS, INC. held 8,912,979 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,912,979 shares
    Change vs previous 13F -2,367,233 shares

    0.36% of the 13F portfolio, value $310,270,771.

    13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 11,280,212 shares
    Change vs previous 13F -322,570 shares

    0.5% of the 13F portfolio, value $343,030,274.

    13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 11,602,782 shares
    Change vs previous 13F -456,487 shares

    0.5% of the 13F portfolio, value $343,565,718.

    13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 12,059,269 shares
    Change vs previous 13F +78,338 shares

    0.49% of the 13F portfolio, value $350,347,168.

    13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 11,980,931 shares
    Change vs previous 13F +426,274 shares

    0.59% of the 13F portfolio, value $331,516,359.

    13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, INC.
    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 11,554,657 shares
    Change vs previous 13F +348,930 shares

    0.68% of the 13F portfolio, value $307,128,963.

    13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, INC.
    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/A 11,205,727 shares
    Change vs previous 13F +6,968,510 shares

    0.65% of the 13F portfolio, value $291,513,667.

    13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, INC.
    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 4,237,217 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $340,562,016.

    13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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