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U.S. Capital Wealth Advisors, LLC: SCHG 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 SCHG, newest first. How the timeline and the estimate are built.

U.S. Capital Wealth Advisors, LLC held 271,021 SCHG 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 271,021 shares
    Change vs previous 13F +52,014 shares

    0.2% of the 13F portfolio, value $7,894,833.

    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 219,007 shares
    Change vs previous 13F -31,917 shares

    0.19% of the 13F portfolio, value $7,144,002.

    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 250,924 shares
    Change vs previous 13F -20,047 shares

    0.22% of the 13F portfolio, value $8,006,978.

    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 270,971 shares
    Change vs previous 13F +36,138 shares

    0.23% of the 13F portfolio, value $7,915,059.

    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 234,833 shares
    Change vs previous 13F +44,188 shares

    0.18% of the 13F portfolio, value $5,880,216.

    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 190,645 shares
    Change vs previous 13F +168,409 shares

    0.16% of the 13F portfolio, value $5,313,274.

    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 22,236 shares
    Change vs previous 13F +123 shares

    0.08% of the 13F portfolio, value $2,316,583.

    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 22,113 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,229,905.

    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).