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U.S. Capital Wealth Advisors, LLC: SCHD position timeline

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

U.S. Capital Wealth Advisors, LLC held 280,646 SCHD shares at 2026-03-31 per its 13F-HR filed 2026-04-07.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 280,646 shares
    Change vs previous 13F +11,226 shares

    0.22% of the 13F portfolio, value $8,610,219.

    13F-HR 0001808915-26-000002 filed by U.S. Capital Wealth 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 ended2025-12-31
    13F 269,420 shares
    Change vs previous 13F +3,543 shares

    0.19% of the 13F portfolio, value $7,390,191.

    13F-HR 0001808915-26-000001 filed by U.S. Capital Wealth 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 ended2025-09-30
    13F 265,877 shares
    Change vs previous 13F +11,012 shares

    0.2% of the 13F portfolio, value $7,258,452.

    13F-HR 0001808915-25-000007 filed by U.S. Capital Wealth 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 ended2025-06-30
    13F 254,865 shares
    Change vs previous 13F +6,583 shares

    0.2% of the 13F portfolio, value $6,753,933.

    13F-HR 0001808915-25-000006 filed by U.S. Capital Wealth 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 ended2025-03-31
    13F 248,282 shares
    Change vs previous 13F +68,689 shares

    0.21% of the 13F portfolio, value $6,941,972.

    13F-HR 0001808915-25-000005 filed by U.S. Capital Wealth 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 ended2024-12-31
    13F 179,593 shares
    Change vs previous 13F +119,332 shares

    0.15% of the 13F portfolio, value $4,906,492.

    13F-HR 0001808915-25-000001 filed by U.S. Capital Wealth 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 ended2024-09-30
    13F 60,261 shares
    Change vs previous 13F -3,485 shares

    0.18% of the 13F portfolio, value $5,093,858.

    13F-HR 0001808915-24-000007 filed by U.S. Capital Wealth 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 ended2024-06-30
    13F 63,746 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,956,867.

    13F-HR 0001808915-24-000004 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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