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CAPITAL WEALTH MANAGEMENT, LLC: SCHG position timeline

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

CAPITAL WEALTH MANAGEMENT, LLC held 547,416 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 547,416 shares
    Change vs previous 13F +14,633 shares

    4.45% of the 13F portfolio, value $18,524,557.

    13F-HR 0001730456-26-000003 filed by CAPITAL WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 532,783 shares
    Change vs previous 13F +424,983 shares

    4.2% of the 13F portfolio, value $15,519,969.

    13F-HR 0001730456-26-000002 filed by CAPITAL 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 ended2025-12-31
    13F 107,800 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $3,516,436.

    13F-HR 0001730456-26-000001 filed by CAPITAL WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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