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Capital Advisors Wealth Management, LLC: SCHV position timeline

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

Capital Advisors Wealth Management, LLC held 192,080 SCHV 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 192,080 shares
    Change vs previous 13F +1 shares

    0.72% of the 13F portfolio, value $6,398,198.

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

  2. period ended2026-06-30
    13F 192,079 shares
    Change vs previous 13F +186 shares

    0.79% of the 13F portfolio, value $6,686,262.

    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 191,893 shares
    Change vs previous 13F +9,144 shares

    0.79% of the 13F portfolio, value $5,852,746.

    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 182,749 shares
    Change vs previous 13F +4,709 shares

    0.74% of the 13F portfolio, value $5,411,207.

    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 178,040 shares
    Change vs previous 13F +4,320 shares

    0.74% of the 13F portfolio, value $5,182,744.

    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 173,720 shares
    Change vs previous 13F +24,006 shares

    0.76% of the 13F portfolio, value $4,806,829.

    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 149,714 shares
    Change vs previous 13F +8,133 shares

    0.7% of the 13F portfolio, value $3,979,407.

    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 141,581 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $3,691,021.

    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).