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USAdvisors Wealth Management, LLC: SCHG position timeline

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

USAdvisors Wealth Management, LLC held 548,358 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 548,358 shares
    Change vs previous 13F -76,153 shares

    5.32% of the 13F portfolio, value $18,556,000.

    13F-HR 0001735605-26-000003 filed by USAdvisors Wealth Management, LLC
    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 624,511 shares
    Change vs previous 13F +34,412 shares

    5.83% of the 13F portfolio, value $17,548,000.

    13F-HR 0001735605-26-000002 filed by USAdvisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 590,099 shares
    Change vs previous 13F +35,501 shares

    6.34% of the 13F portfolio, value $19,249,000.

    13F-HR 0001735605-26-000001 filed by USAdvisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 554,598 shares
    Change vs previous 13F +28,586 shares

    6.1% of the 13F portfolio, value $17,697,000.

    13F-HR 0001735605-25-000007 filed by USAdvisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 526,012 shares
    Change vs previous 13F +24,374 shares

    5.71% of the 13F portfolio, value $15,370,000.

    13F-HR 0001735605-25-000004 filed by USAdvisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 501,638 shares
    Change vs previous 13F +19,843 shares

    4.38% of the 13F portfolio, value $12,561,000.

    13F-HR 0001735605-25-000003 filed by USAdvisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 481,795 shares
    Change vs previous 13F +366,756 shares

    4.36% of the 13F portfolio, value $13,427,000.

    13F-HR 0001735605-25-000001 filed by USAdvisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 115,039 shares
    Change vs previous 13F not available

    4.17% of the 13F portfolio, value $11,923,000.

    13F-HR 0001735605-24-000004 filed by USAdvisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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