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Stratos Wealth Partners, LTD.: SCHM position timeline

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

Stratos Wealth Partners, LTD. held 53,368 SCHM 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 53,368 shares
    Change vs previous 13F -847 shares

    0.02% of the 13F portfolio, value $1,967,744.

    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.: 30,255 shares
    • Stratos Wealth Advisors, LLC: 23,113 shares

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

  2. period ended2026-03-31
    13F 54,215 shares
    Change vs previous 13F +354 shares

    0.02% of the 13F portfolio, value $1,678,529.

    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.: 31,512 shares
    • Stratos Wealth Advisors, LLC: 22,703 shares

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

  3. period ended2025-12-31
    13F 53,861 shares
    Change vs previous 13F +6,444 shares

    0.01% of the 13F portfolio, value $1,619,640.

    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.: 30,987 shares
    • Stratos Wealth Advisors, LLC: 22,874 shares

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

  4. period ended2025-09-30
    13F 47,417 shares
    Change vs previous 13F +6,158 shares

    0.01% of the 13F portfolio, value $1,405,447.

    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.: 24,895 shares
    • Stratos Wealth Advisors, LLC: 22,522 shares

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

  5. period ended2025-06-30
    13F 41,259 shares
    Change vs previous 13F -825 shares

    0.01% of the 13F portfolio, value $1,157,347.

    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.: 17,962 shares
    • Stratos Wealth Advisors, LLC: 23,297 shares

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

  6. period ended2025-03-31
    13F 42,084 shares
    Change vs previous 13F -2,699 shares

    0.01% of the 13F portfolio, value $1,102,627.

    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.: 17,949 shares
    • Stratos Wealth Advisors, LLC: 24,135 shares

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

  7. period ended2024-12-31
    13F 44,783 shares
    Change vs previous 13F +35,393 shares

    0.01% of the 13F portfolio, value $1,240,965.

    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.: 16,781 shares
    • Stratos Wealth Advisors, LLC: 28,002 shares

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

  8. period ended2024-09-30
    13F 9,390 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $780,251.

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

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