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Mach-1 Financial Group, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mach-1 Financial Group, LLC on SCHD, newest first. How the timeline and the estimate are built.

Mach-1 Financial Group, LLC held 21,106 SCHD 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 21,106 shares
    Change vs previous 13F +3,361 shares

    0.26% of the 13F portfolio, value $669,287.

    13F-HR 0001172661-26-002912 filed by Mach-1 Financial Group, 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 17,745 shares
    Change vs previous 13F -7,315 shares

    0.19% of the 13F portfolio, value $544,414.

    13F-HR 0001172661-26-001794 filed by Mach-1 Financial Group, 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 25,060 shares
    Change vs previous 13F +9,120 shares

    0.14% of the 13F portfolio, value $687,462.

    13F-HR 0001172661-26-000511 filed by Mach-1 Financial Group, 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 15,940 shares
    Change vs previous 13F -2,857 shares

    0.07% of the 13F portfolio, value $435,170.

    13F-HR 0001172661-25-004734 filed by Mach-1 Financial Group, 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 18,797 shares
    Change vs previous 13F -6,578 shares

    0.15% of the 13F portfolio, value $498,157.

    13F-HR 0001172661-25-003006 filed by Mach-1 Financial Group, 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 25,375 shares
    Change vs previous 13F +25,375 shares

    0.21% of the 13F portfolio, value $709,488.

    13F-HR 0001172661-25-001824 filed by Mach-1 Financial Group, 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 0 shares
    Change vs previous 13F -5,722 shares

    13F-HR 0001172661-25-000812 filed by Mach-1 Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 5,722 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $483,759.

    13F-HR 0001172661-24-004441 filed by Mach-1 Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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