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Stratos Wealth Partners, LTD.: SCHO position timeline

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

Stratos Wealth Partners, LTD. held 312,500 SCHO 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 312,500 shares
    Change vs previous 13F -123,873 shares

    0.06% of the 13F portfolio, value $7,543,761.

    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.: 19,344 shares
    • Stratos Wealth Advisors, LLC: 293,156 shares

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

  2. period ended2026-03-31
    13F 436,373 shares
    Change vs previous 13F -254,531 shares

    0.1% of the 13F portfolio, value $10,590,812.

    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.: 18,956 shares
    • Stratos Wealth Advisors, LLC: 417,417 shares

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

  3. period ended2025-12-31
    13F 690,904 shares
    Change vs previous 13F -35,244 shares

    0.15% of the 13F portfolio, value $16,837,349.

    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.: 24,263 shares
    • Stratos Wealth Advisors, LLC: 666,641 shares

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

  4. period ended2025-09-30
    13F 726,148 shares
    Change vs previous 13F -342,117 shares

    0.17% of the 13F portfolio, value $17,718,052.

    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.: 20,026 shares
    • Stratos Wealth Advisors, LLC: 706,122 shares

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

  5. period ended2025-06-30
    13F 1,068,265 shares
    Change vs previous 13F -43,401 shares

    1.37% of the 13F portfolio, value $26,044,318.

    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.: 0 shares
    • Stratos Wealth Advisors, LLC: 1,068,265 shares

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

  6. period ended2025-03-31
    13F 1,111,666 shares
    Change vs previous 13F +247,463 shares

    0.32% of the 13F portfolio, value $27,057,976.

    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.: 38,740 shares
    • Stratos Wealth Advisors, LLC: 1,072,926 shares

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

  7. period ended2024-12-31
    13F 864,203 shares
    Change vs previous 13F +333,578 shares

    0.23% of the 13F portfolio, value $20,792,737.

    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.: 36,377 shares
    • Stratos Wealth Advisors, LLC: 827,826 shares

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

  8. period ended2024-09-30
    13F 530,625 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $25,990,028.

    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.: 0 shares
    • Stratos Wealth Advisors, LLC: 530,625 shares

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