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Royal Capital Wealth Management, LLC: SCHD position timeline

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

Royal Capital Wealth Management, LLC held 48,099 SCHD 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 48,099 shares
    Change vs previous 13F +382 shares

    0.86% of the 13F portfolio, value $1,525,222.

    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 47,717 shares
    Change vs previous 13F +84 shares

    0.91% of the 13F portfolio, value $1,463,949.

    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 47,633 shares
    Change vs previous 13F +100 shares

    0.77% of the 13F portfolio, value $1,306,562.

    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 47,533 shares
    Change vs previous 13F +95 shares

    0.8% of the 13F portfolio, value $1,297,649.

    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 47,438 shares
    Change vs previous 13F +96 shares

    0.84% of the 13F portfolio, value $1,257,113.

    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 47,342 shares
    Change vs previous 13F -164 shares

    0.93% of the 13F portfolio, value $1,323,694.

    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 47,506 shares
    Change vs previous 13F +31,699 shares

    0.91% of the 13F portfolio, value $1,297,861.

    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 15,807 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,336,149.

    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).