U.S. Capital Wealth Advisors, LLC: SCHP 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 SCHP, newest first. How the timeline and the estimate are built.
U.S. Capital Wealth Advisors, LLC held 15,755 SCHP shares at 2026-03-31 per its 13F-HR filed 2026-04-07.
the latest 13F is the newest step
- period ended2026-03-3113F 15,755 sharesChange vs previous 13F -73,672 shares
0.01% of the 13F portfolio, value $419,253.
13F-HR 0001808915-26-000002 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 89,427 sharesChange vs previous 13F +43,559 shares
0.06% of the 13F portfolio, value $2,368,934.
13F-HR 0001808915-26-000001 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 45,868 sharesChange vs previous 13F +3,225 shares
0.03% of the 13F portfolio, value $1,236,146.
13F-HR 0001808915-25-000007 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 42,643 sharesChange vs previous 13F +26,146 shares
0.03% of the 13F portfolio, value $1,137,708.
13F-HR 0001808915-25-000006 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,497 sharesChange vs previous 13F -3,029 shares
0.01% of the 13F portfolio, value $443,604.
13F-HR 0001808915-25-000005 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 19,526 sharesChange vs previous 13F +10,156 shares
0.02% of the 13F portfolio, value $504,353.
13F-HR 0001808915-25-000001 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,370 sharesChange vs previous 13F -27,739 shares
0.02% of the 13F portfolio, value $502,536.
13F-HR 0001808915-24-000007 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 37,109 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $1,930,019.
13F-HR 0001808915-24-000004 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).