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Capital Advisors Wealth Management, LLC: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Advisors Wealth Management, LLC on SCHG, newest first. How the timeline and the estimate are built.

Capital Advisors Wealth Management, LLC held 61,064 SCHG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 61,064 shares
    Change vs previous 13F +5,534 shares

    0.25% of the 13F portfolio, value $2,194,030.

    13F-HR 0001085146-26-000869 filed by Capital Advisors Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 55,530 shares
    Change vs previous 13F +661 shares

    0.22% of the 13F portfolio, value $1,879,149.

    13F-HR 0001824700-26-000004 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 54,869 shares
    Change vs previous 13F -5,136 shares

    0.21% of the 13F portfolio, value $1,598,345.

    13F-HR 0001824700-26-000002 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 60,005 shares
    Change vs previous 13F +4,325 shares

    0.27% of the 13F portfolio, value $1,957,357.

    13F-HR 0001824700-26-000001 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 55,680 shares
    Change vs previous 13F +1,293 shares

    0.25% of the 13F portfolio, value $1,776,753.

    13F-HR 0001824700-25-000004 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 54,387 shares
    Change vs previous 13F +3,280 shares

    0.25% of the 13F portfolio, value $1,588,631.

    13F-HR 0001085146-25-005039 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 51,107 shares
    Change vs previous 13F +6,385 shares

    0.23% of the 13F portfolio, value $1,279,731.

    13F-HR 0001085146-25-002324 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 44,722 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,246,407.

    13F-HR 0001085146-25-000205 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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