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Disclosery

MBA Advisors LLC: SCHD position timeline

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

MBA Advisors LLC held 358,869 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 358,869 shares
    Change vs previous 13F +20,128 shares

    3.87% of the 13F portfolio, value $11,379,739.

    13F-HR 0001848704-26-000003 filed by MBA 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 ended2026-03-31
    13F 338,741 shares
    Change vs previous 13F +13,281 shares

    3.99% of the 13F portfolio, value $10,392,582.

    13F-HR 0001848704-26-000002 filed by MBA 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 ended2025-12-31
    13F 325,460 shares
    Change vs previous 13F +14,740 shares

    3.6% of the 13F portfolio, value $8,927,355.

    13F-HR 0001848704-26-000001 filed by MBA 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 ended2025-09-30
    13F 310,720 shares
    Change vs previous 13F +8,022 shares

    3.62% of the 13F portfolio, value $8,482,650.

    13F-HR 0001848704-25-000002 filed by MBA 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 ended2025-06-30
    13F 302,698 shares
    Change vs previous 13F +17,926 shares

    3.7% of the 13F portfolio, value $8,021,501.

    13F-HR 0001085146-25-003959 filed by MBA 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 ended2025-03-31
    13F 284,772 shares
    Change vs previous 13F +8,456 shares

    3.94% of the 13F portfolio, value $7,962,229.

    13F-HR 0001085146-25-002414 filed by MBA 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 ended2024-12-31
    13F 276,316 shares
    Change vs previous 13F +185,793 shares

    3.83% of the 13F portfolio, value $7,548,959.

    13F-HR 0001085146-25-000583 filed by MBA 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 ended2024-09-30
    13F 90,523 shares
    Change vs previous 13F not available

    3.67% of the 13F portfolio, value $7,651,884.

    13F-HR 0001085146-24-005131 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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