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Regal Investment Advisors LLC: SCHG position timeline

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

Regal Investment Advisors LLC held 198,873 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 198,873 shares
    Change vs previous 13F +18,031 shares

    0.35% of the 13F portfolio, value $6,729,863.

    13F-HR 0001559789-26-000004 filed by Regal Investment Advisors 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 180,842 shares
    Change vs previous 13F -17,838 shares

    0.3% of the 13F portfolio, value $5,267,928.

    13F-HR 0001559789-26-000003 filed by Regal Investment 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 ended2025-12-31
    13F 198,680 shares
    Change vs previous 13F +15,561 shares

    0.39% of the 13F portfolio, value $6,480,942.

    13F-HR 0001559789-26-000002 filed by Regal Investment 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 ended2025-09-30
    13F 183,119 shares
    Change vs previous 13F +15,206 shares

    0.38% of the 13F portfolio, value $5,843,328.

    13F-HR 0001559789-25-000007 filed by Regal Investment 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 ended2025-06-30
    13F 167,913 shares
    Change vs previous 13F +25,240 shares

    0.37% of the 13F portfolio, value $4,904,739.

    13F-HR 0001559789-25-000003 filed by Regal Investment 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 ended2025-03-31
    13F 142,673 shares
    Change vs previous 13F +844 shares

    0.29% of the 13F portfolio, value $3,572,542.

    13F-HR 0001559789-25-000002 filed by Regal Investment 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 ended2024-12-31
    13F 141,829 shares
    Change vs previous 13F +92,100 shares

    0.3% of the 13F portfolio, value $3,952,770.

    13F-HR 0001559789-25-000001 filed by Regal Investment 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 ended2024-09-30
    13F 49,729 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $5,180,768.

    13F-HR 0001559789-24-000005 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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