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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

  1. period ended2026-06-30
    13F 18,101 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 18,096 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 18,091 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 18,086 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 18,080 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 18,075 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 18,070 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 6,021 shares
    Change 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), ingested

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