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Vanguard Capital Wealth Advisors: SCHG position timeline

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

Vanguard Capital Wealth Advisors held 17,626 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,626 shares
    Change vs previous 13F +17 shares

    0.4% of the 13F portfolio, value $596,440.

    13F-HR 0001730578-26-000003 filed by Vanguard Capital Wealth Advisors
    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 17,609 shares
    Change vs previous 13F -479 shares

    0.47% of the 13F portfolio, value $512,951.

    13F-HR 0001730578-26-000002 filed by Vanguard Capital Wealth Advisors
    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 18,088 shares
    Change vs previous 13F -486 shares

    0.47% of the 13F portfolio, value $590,043.

    13F-HR 0001730578-26-000001 filed by Vanguard Capital Wealth Advisors
    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 18,574 shares
    Change vs previous 13F -1,220 shares

    0.47% of the 13F portfolio, value $592,678.

    13F-HR 0001730578-25-000003 filed by Vanguard Capital Wealth Advisors
    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 19,794 shares
    Change vs previous 13F -6,834 shares

    0.57% of the 13F portfolio, value $578,208.

    13F-HR 0001085146-25-003758 filed by Vanguard Capital Wealth Advisors
    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 26,628 shares
    Change vs previous 13F +11,775 shares

    0.82% of the 13F portfolio, value $666,777.

    13F-HR 0001085146-25-002065 filed by Vanguard Capital Wealth Advisors
    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 14,853 shares
    Change vs previous 13F +12,057 shares

    0.45% of the 13F portfolio, value $413,912.

    13F-HR 0001085146-25-001730 filed by Vanguard Capital Wealth Advisors
    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 2,796 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $291,294.

    13F-HR 0001085146-24-005164 filed by Vanguard Capital Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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