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Regal Investment Advisors LLC: SCHV position timeline

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

Regal Investment Advisors LLC held 79,024 SCHV 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 79,024 shares
    Change vs previous 13F -836 shares

    0.14% of the 13F portfolio, value $2,750,821.

    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 79,860 shares
    Change vs previous 13F +3,288 shares

    0.14% of the 13F portfolio, value $2,435,733.

    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 76,572 shares
    Change vs previous 13F -376 shares

    0.14% of the 13F portfolio, value $2,267,297.

    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 76,948 shares
    Change vs previous 13F +8,331 shares

    0.15% of the 13F portfolio, value $2,239,953.

    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 68,617 shares
    Change vs previous 13F -1,963 shares

    0.14% of the 13F portfolio, value $1,898,633.

    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 70,580 shares
    Change vs previous 13F +2,139 shares

    0.15% of the 13F portfolio, value $1,876,022.

    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 68,441 shares
    Change vs previous 13F +34,441 shares

    0.13% of the 13F portfolio, value $1,784,263.

    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 34,000 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,732,580.

    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).