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Stratos Wealth Partners, LTD.: SCHW position timeline

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

Stratos Wealth Partners, LTD. held 78,627 SCHW 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 78,627 shares
    Change vs previous 13F -12,091 shares

    0.05% of the 13F portfolio, value $7,255,052.

    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.: 50,809 shares
    • Stratos Wealth Advisors, LLC: 14,367 shares
    • Stratos Investment Management, LLC: 13,451 shares

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

  2. period ended2026-03-31
    13F 90,718 shares
    Change vs previous 13F +7,230 shares

    0.07% of the 13F portfolio, value $8,525,836.

    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.: 59,354 shares
    • Stratos Wealth Advisors, LLC: 17,288 shares
    • Stratos Investment Management, LLC: 14,076 shares

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

  3. period ended2025-12-31
    13F 83,488 shares
    Change vs previous 13F +5,272 shares

    0.06% of the 13F portfolio, value $8,341,346.

    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.: 54,719 shares
    • Stratos Wealth Advisors, LLC: 16,242 shares
    • Stratos Investment Management, LLC: 12,527 shares

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

  4. period ended2025-09-30
    13F 78,216 shares
    Change vs previous 13F +11,131 shares

    0.06% of the 13F portfolio, value $7,467,444.

    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.: 47,874 shares
    • Stratos Wealth Advisors, LLC: 18,524 shares
    • Stratos Investment Management, LLC: 11,818 shares

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

  5. period ended2025-06-30
    13F 67,085 shares
    Change vs previous 13F +2,512 shares

    0.05% of the 13F portfolio, value $6,120,995.

    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.: 38,616 shares
    • Stratos Wealth Advisors, LLC: 16,897 shares
    • Stratos Investment Management, LLC: 11,572 shares

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

  6. period ended2025-03-31
    13F 64,573 shares
    Change vs previous 13F -1,199 shares

    0.05% of the 13F portfolio, value $5,054,833.

    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.: 38,093 shares
    • Stratos Wealth Advisors, LLC: 15,553 shares
    • Stratos Investment Management, LLC: 10,927 shares

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

  7. period ended2024-12-31
    13F 65,772 shares
    Change vs previous 13F -32,424 shares

    0.04% of the 13F portfolio, value $4,867,946.

    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.: 43,280 shares
    • Stratos Wealth Advisors, LLC: 14,009 shares
    • Stratos Investment Management, LLC: 8,483 shares

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

  8. period ended2024-09-30
    13F 98,196 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,364,252.

    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.: 44,974 shares
    • Stratos Wealth Advisors, LLC: 14,296 shares
    • Stratos Investment Management, LLC: 38,926 shares

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