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Disclosery

Mainstream Capital Management LLC: SCHD position timeline

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

Mainstream Capital Management LLC held 6,649 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,649 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $210,840.

    13F-HR 0002043084-26-000003 filed by Mainstream Capital 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 6,649 shares
    Change vs previous 13F +6,649 shares

    0.14% of the 13F portfolio, value $203,991.

    13F-HR 0002043084-26-000002 filed by Mainstream Capital 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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -8,785 shares

    13F-HR 0002043084-25-000006 filed by Mainstream Capital Management 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.

  4. period ended2025-06-30
    13F 8,785 shares
    Change vs previous 13F -414 shares

    0.17% of the 13F portfolio, value $232,803.

    13F-HR 0002043084-25-000004 filed by Mainstream Capital 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 ended2025-03-31
    13F 9,199 shares
    Change vs previous 13F -494 shares

    0.2% of the 13F portfolio, value $257,204.

    13F-HR 0002043084-25-000002 filed by Mainstream Capital 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 ended2024-12-31
    13F 9,693 shares
    Change vs previous 13F +6,462 shares

    0.19% of the 13F portfolio, value $264,813.

    13F-HR 0002043084-25-000001 filed by Mainstream Capital 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 ended2024-09-30
    13F 3,231 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $273,116.

    13F-HR 0002043084-24-000002 filed by Mainstream Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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