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

U.S. Capital Wealth Advisors, LLC held 353,258 SCHX 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 353,258 shares
    Change vs previous 13F -2,265 shares

    0.23% of the 13F portfolio, value $9,057,526.

    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 355,523 shares
    Change vs previous 13F +321 shares

    0.25% of the 13F portfolio, value $9,567,135.

    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 355,202 shares
    Change vs previous 13F -11,278 shares

    0.25% of the 13F portfolio, value $9,356,020.

    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 366,480 shares
    Change vs previous 13F -9,649 shares

    0.26% of the 13F portfolio, value $8,956,776.

    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 376,129 shares
    Change vs previous 13F +6,328 shares

    0.25% of the 13F portfolio, value $8,304,927.

    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 369,801 shares
    Change vs previous 13F +245,737 shares

    0.27% of the 13F portfolio, value $8,571,994.

    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 124,064 shares
    Change vs previous 13F +2,537 shares

    0.3% of the 13F portfolio, value $8,417,736.

    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 121,527 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $7,808,122.

    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).