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Stratos Wealth Partners, LTD.: SCHG position timeline

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

Stratos Wealth Partners, LTD. held 1,196,139 SCHG 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 1,196,139 shares
    Change vs previous 13F -3,999 shares

    0.28% of the 13F portfolio, value $40,477,398.

    13F-HR 0001707202-26-000004 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 436,884 shares
    • Stratos Wealth Advisors, LLC: 749,286 shares
    • Stratos Investment Management, LLC: 9,969 shares

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

  2. period ended2026-03-31
    13F 1,200,138 shares
    Change vs previous 13F +50,547 shares

    0.27% of the 13F portfolio, value $34,960,069.

    13F-HR 0001707202-26-000002 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 430,503 shares
    • Stratos Wealth Advisors, LLC: 758,117 shares
    • Stratos Investment Management, LLC: 11,518 shares

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

  3. period ended2025-12-31
    13F 1,149,591 shares
    Change vs previous 13F +44,898 shares

    0.28% of the 13F portfolio, value $37,499,710.

    13F-HR 0001707202-26-000001 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 406,534 shares
    • Stratos Wealth Advisors, LLC: 729,848 shares
    • Stratos Investment Management, LLC: 13,209 shares

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

  4. period ended2025-09-30
    13F 1,104,693 shares
    Change vs previous 13F +75,860 shares

    0.27% of the 13F portfolio, value $35,250,793.

    13F-HR 0001707202-25-000004 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 349,587 shares
    • Stratos Wealth Advisors, LLC: 743,274 shares
    • Stratos Investment Management, LLC: 11,832 shares

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

  5. period ended2025-06-30
    13F 1,028,833 shares
    Change vs previous 13F +9,491 shares

    0.26% of the 13F portfolio, value $30,052,269.

    13F-HR 0001085146-25-004228 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 252,645 shares
    • Stratos Wealth Advisors, LLC: 766,658 shares
    • Stratos Investment Management, LLC: 9,530 shares

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

  6. period ended2025-03-31
    13F 1,019,342 shares
    Change vs previous 13F -807,402 shares

    0.3% of the 13F portfolio, value $25,524,349.

    13F-HR 0001085146-25-002482 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 250,532 shares
    • Stratos Wealth Advisors, LLC: 768,810 shares

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

  7. period ended2024-12-31
    13F 1,826,744 shares
    Change vs previous 13F +1,305,942 shares

    0.55% of the 13F portfolio, value $50,911,374.

    13F-HR 0001085146-25-000498 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 368,317 shares
    • Stratos Wealth Advisors, LLC: 1,458,427 shares

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

  8. period ended2024-09-30
    13F 520,802 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $54,257,243.

    13F-HR 0001085146-24-004983 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 136,768 shares
    • Stratos Wealth Advisors, LLC: 384,034 shares

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