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Stratos Wealth Partners, LTD.: SCHV position timeline

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

Stratos Wealth Partners, LTD. held 222,704 SCHV 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 222,704 shares
    Change vs previous 13F -3,319 shares

    0.07% of the 13F portfolio, value $7,752,364.

    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.: 142,473 shares
    • Stratos Wealth Advisors, LLC: 80,231 shares

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

  2. period ended2026-03-31
    13F 226,023 shares
    Change vs previous 13F -25,352 shares

    0.07% of the 13F portfolio, value $6,893,746.

    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.: 146,198 shares
    • Stratos Wealth Advisors, LLC: 79,825 shares

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

  3. period ended2025-12-31
    13F 251,375 shares
    Change vs previous 13F +52,889 shares

    0.07% of the 13F portfolio, value $7,443,245.

    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.: 168,482 shares
    • Stratos Wealth Advisors, LLC: 82,893 shares

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

  4. period ended2025-09-30
    13F 198,486 shares
    Change vs previous 13F +39,555 shares

    0.05% of the 13F portfolio, value $5,777,949.

    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.: 115,570 shares
    • Stratos Wealth Advisors, LLC: 82,916 shares

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

  5. period ended2025-06-30
    13F 158,931 shares
    Change vs previous 13F -44,891 shares

    0.05% of the 13F portfolio, value $4,397,630.

    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.: 73,795 shares
    • Stratos Wealth Advisors, LLC: 85,136 shares

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

  6. period ended2025-03-31
    13F 203,822 shares
    Change vs previous 13F -28,427 shares

    0.06% of the 13F portfolio, value $5,417,617.

    13F-HR 0001085146-25-002483 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 117,499 shares
    • Stratos Wealth Advisors, LLC: 86,323 shares

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

  7. period ended2024-12-31
    13F 232,249 shares
    Change vs previous 13F +167,277 shares

    0.07% of the 13F portfolio, value $6,054,768.

    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.: 109,526 shares
    • Stratos Wealth Advisors, LLC: 122,723 shares

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

  8. period ended2024-09-30
    13F 64,972 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,221,917.

    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.: 22,389 shares
    • Stratos Wealth Advisors, LLC: 42,583 shares

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