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Texas Capital Bank Wealth Management Services Inc: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Texas Capital Bank Wealth Management Services Inc on SCHG, newest first. How the timeline and the estimate are built.

Texas Capital Bank Wealth Management Services Inc held 9,654 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,654 shares
    Change vs previous 13F -2,765 shares

    0.02% of the 13F portfolio, value $326,691.

    13F-HR 0001802655-26-000007 filed by Texas Capital Bank Wealth Management Services Inc
    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 12,419 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $361,765.

    13F-HR 0001802655-26-000005 filed by Texas Capital Bank Wealth Management Services Inc
    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 12,419 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $405,108.

    13F-HR 0001802655-26-000002 filed by Texas Capital Bank Wealth Management Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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