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Stratos Wealth Partners, LTD.: SCHX position timeline

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

Stratos Wealth Partners, LTD. held 205,042 SCHX 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 205,042 shares
    Change vs previous 13F +434 shares

    0.05% of the 13F portfolio, value $6,034,415.

    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.: 183,906 shares
    • Stratos Wealth Advisors, LLC: 21,136 shares

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

  2. period ended2026-03-31
    13F 204,608 shares
    Change vs previous 13F -6,895 shares

    0.05% of the 13F portfolio, value $5,246,189.

    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.: 185,807 shares
    • Stratos Wealth Advisors, LLC: 18,801 shares

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

  3. period ended2025-12-31
    13F 211,503 shares
    Change vs previous 13F -7,245 shares

    0.05% of the 13F portfolio, value $5,691,592.

    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.: 192,708 shares
    • Stratos Wealth Advisors, LLC: 18,795 shares
    • Stratos Investment Management, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 218,748 shares
    Change vs previous 13F +62,604 shares

    0.04% of the 13F portfolio, value $5,761,867.

    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.: 184,134 shares
    • Stratos Wealth Advisors, LLC: 19,600 shares
    • Stratos Investment Management, LLC: 15,014 shares

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

  5. period ended2025-06-30
    13F 156,144 shares
    Change vs previous 13F -88,437 shares

    0.04% of the 13F portfolio, value $3,816,169.

    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.: 136,312 shares
    • Stratos Wealth Advisors, LLC: 19,832 shares

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

  6. period ended2025-03-31
    13F 244,581 shares
    Change vs previous 13F -3,549 shares

    0.06% of the 13F portfolio, value $5,400,354.

    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.: 224,773 shares
    • Stratos Wealth Advisors, LLC: 19,808 shares

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

  7. period ended2024-12-31
    13F 248,130 shares
    Change vs previous 13F +192,849 shares

    0.06% of the 13F portfolio, value $5,751,690.

    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.: 228,348 shares
    • Stratos Wealth Advisors, LLC: 19,782 shares

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

  8. period ended2024-09-30
    13F 55,281 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,750,870.

    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.: 48,195 shares
    • Stratos Wealth Advisors, LLC: 7,086 shares

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