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Disclosery

CapWealth Advisors, LLC: SCHD position timeline

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

CapWealth Advisors, LLC held 142,240 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 142,240 shares
    Change vs previous 13F -41,084 shares

    0.35% of the 13F portfolio, value $4,627,060.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 183,324 shares
    Change vs previous 13F -27,388 shares

    0.4% of the 13F portfolio, value $5,813,201.

    13F-HR 0001531809-26-000005 filed by CapWealth Advisors, 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 210,712 shares
    Change vs previous 13F -27,350 shares

    0.48% of the 13F portfolio, value $6,464,642.

    13F-HR 0001531809-26-000004 filed by CapWealth Advisors, 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/A 238,062 shares
    Change vs previous 13F -8,192 shares

    0.45% of the 13F portfolio, value $6,530,041.

    13F-HR/A 0001531809-26-000003 filed by CapWealth Advisors, 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/A 246,254 shares
    Change vs previous 13F -2,269 shares

    0.46% of the 13F portfolio, value $6,722,734.

    13F-HR/A 0001531809-26-000002 filed by CapWealth Advisors, 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 248,523 shares
    Change vs previous 13F +3,407 shares

    0.65% of the 13F portfolio, value $6,585,860.

    13F-HR 0001531809-25-000005 filed by CapWealth Advisors, 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 245,116 shares
    Change vs previous 13F +2,828 shares

    0.74% of the 13F portfolio, value $6,853,443.

    13F-HR 0001531809-25-000002 filed by CapWealth Advisors, 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 242,288 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $6,619,303.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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