Royal Capital Wealth Management, LLC: SCHB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Royal Capital Wealth Management, LLC on SCHB, newest first. How the timeline and the estimate are built.
Royal Capital Wealth Management, LLC held 18,101 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 18,101 sharesChange vs previous 13F +5 shares
0.29% of the 13F portfolio, value $524,212.
13F-HR 0001904323-26-000003 filed by Royal Capital Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,096 sharesChange vs previous 13F +5 shares
0.28% of the 13F portfolio, value $454,221.
13F-HR 0001904323-26-000002 filed by Royal Capital Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,091 sharesChange vs previous 13F +5 shares
0.28% of the 13F portfolio, value $474,535.
13F-HR 0001904323-26-000001 filed by Royal Capital Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 18,086 sharesChange vs previous 13F +6 shares
0.29% of the 13F portfolio, value $464,982.
13F-HR 0001904323-25-000005 filed by Royal Capital Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 18,080 sharesChange vs previous 13F +5 shares
0.29% of the 13F portfolio, value $430,856.
13F-HR 0001904323-25-000004 filed by Royal Capital Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 18,075 sharesChange vs previous 13F +5 shares
0.27% of the 13F portfolio, value $389,156.
13F-HR 0001904323-25-000001 filed by Royal Capital Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 18,070 sharesChange vs previous 13F +12,049 shares
0.29% of the 13F portfolio, value $410,179.
13F-HR 0001904677-25-000002 filed by Royal Capital Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,021 sharesChange vs previous 13F not available
0.28% of the 13F portfolio, value $400,531.
13F-HR 0001904323-24-000004 filed by Royal Capital Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).