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Stratos Wealth Partners, LTD.: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stratos Wealth Partners, LTD. on SCHB, newest first. How the timeline and the estimate are built.

Stratos Wealth Partners, LTD. held 248,048 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 248,048 shares
    Change vs previous 13F +981 shares

    0.06% of the 13F portfolio, value $7,183,490.

    13F-HR 0001707206-26-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 30,875 shares
    • Stratos Investment Management, LLC: 217,173 shares

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

  2. period ended2026-03-31
    13F 247,067 shares
    Change vs previous 13F +11,893 shares

    0.05% of the 13F portfolio, value $6,201,404.

    13F-HR 0001707206-26-000002 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 25,655 shares
    • Stratos Investment Management, LLC: 221,412 shares

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

  3. period ended2025-12-31
    13F 235,174 shares
    Change vs previous 13F -2,125 shares

    0.05% of the 13F portfolio, value $6,168,640.

    13F-HR 0001707206-26-000001 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 26,924 shares
    • Stratos Investment Management, LLC: 208,250 shares

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

  4. period ended2025-09-30
    13F 237,299 shares
    Change vs previous 13F -10,185 shares

    0.06% of the 13F portfolio, value $6,100,993.

    13F-HR 0001707206-25-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 25,306 shares
    • Stratos Investment Management, LLC: 211,993 shares

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

  5. period ended2025-06-30
    13F 247,484 shares
    Change vs previous 13F +34,197 shares

    0.06% of the 13F portfolio, value $5,897,565.

    13F-HR 0001085146-25-004227 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 24,922 shares
    • Stratos Investment Management, LLC: 222,562 shares

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

  6. period ended2025-03-31
    13F 213,287 shares
    Change vs previous 13F +190,156 shares

    0.05% of the 13F portfolio, value $4,592,078.

    13F-HR 0001085146-25-002481 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 24,351 shares
    • Stratos Investment Management, LLC: 188,936 shares

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

  7. period ended2024-12-31
    13F 23,131 shares
    Change vs previous 13F +14,672 shares

    0.01% of the 13F portfolio, value $525,077.

    13F-HR 0001085146-25-000497 filed by Stratos Wealth Partners, LTD.
    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 8,459 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $562,743.

    13F-HR 0001085146-24-004982 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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