Skip to content
Disclosery

Stratos Wealth Partners, LTD.: SCHD position timeline

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

Stratos Wealth Partners, LTD. held 1,113,713 SCHD 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 1,113,713 shares
    Change vs previous 13F -73,767 shares

    0.24% of the 13F portfolio, value $35,315,900.

    13F-HR 0001612865-26-000004 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 807,902 shares
    • Stratos Wealth Advisors, LLC: 278,646 shares
    • Stratos Investment Management, LLC: 27,165 shares

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

  2. period ended2026-03-31
    13F 1,187,480 shares
    Change vs previous 13F -162,992 shares

    0.28% of the 13F portfolio, value $36,431,939.

    13F-HR 0001612865-26-000002 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 879,606 shares
    • Stratos Wealth Advisors, LLC: 278,253 shares
    • Stratos Investment Management, LLC: 29,621 shares

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

  3. period ended2025-12-31
    13F 1,350,472 shares
    Change vs previous 13F +54,912 shares

    0.28% of the 13F portfolio, value $37,043,476.

    13F-HR 0001612865-26-000001 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 1,043,579 shares
    • Stratos Wealth Advisors, LLC: 276,133 shares
    • Stratos Investment Management, LLC: 30,760 shares

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

  4. period ended2025-09-30
    13F 1,295,560 shares
    Change vs previous 13F -5,994 shares

    0.27% of the 13F portfolio, value $35,368,809.

    13F-HR 0001612865-25-000004 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 1,015,767 shares
    • Stratos Wealth Advisors, LLC: 246,725 shares
    • Stratos Investment Management, LLC: 33,068 shares

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

  5. period ended2025-06-30
    13F 1,301,554 shares
    Change vs previous 13F -1,104,275 shares

    0.3% of the 13F portfolio, value $34,491,216.

    13F-HR 0001085146-25-004229 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 978,581 shares
    • Stratos Wealth Advisors, LLC: 235,394 shares
    • Stratos Investment Management, LLC: 87,579 shares

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

  6. period ended2025-03-31
    13F 2,405,829 shares
    Change vs previous 13F +307,158 shares

    0.65% of the 13F portfolio, value $67,267,000.

    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.: 1,015,858 shares
    • Stratos Wealth Advisors, LLC: 203,110 shares
    • Stratos Investment Management, LLC: 1,186,861 shares

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

  7. period ended2024-12-31
    13F 2,098,671 shares
    Change vs previous 13F +1,477,220 shares

    0.53% of the 13F portfolio, value $57,335,729.

    13F-HR 0001085146-25-000497 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 1,055,254 shares
    • Stratos Wealth Advisors, LLC: 162,088 shares
    • Stratos Investment Management, LLC: 881,329 shares

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

  8. period ended2024-09-30
    13F 621,451 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $52,531,374.

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

    • Stratos Wealth Partners, LTD.: 341,754 shares
    • Stratos Wealth Advisors, LLC: 54,011 shares
    • Stratos Investment Management, LLC: 225,686 shares

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