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MBE Wealth Management, LLC: SCHD position timeline

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

MBE Wealth Management, LLC held 160,983 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 160,983 shares
    Change vs previous 13F +3,291 shares

    1.79% of the 13F portfolio, value $5,104,783.

    13F-HR 0001951757-26-001046 filed by MBE 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 157,692 shares
    Change vs previous 13F -5,126 shares

    2.01% of the 13F portfolio, value $4,837,989.

    13F-HR 0001951757-26-000681 filed by MBE 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 162,818 shares
    Change vs previous 13F -4,250 shares

    1.87% of the 13F portfolio, value $4,466,087.

    13F-HR 0001951757-26-000241 filed by MBE 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 167,068 shares
    Change vs previous 13F -18,011 shares

    1.97% of the 13F portfolio, value $4,560,968.

    13F-HR 0001951757-25-001220 filed by MBE 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 185,079 shares
    Change vs previous 13F +6,121 shares

    2.13% of the 13F portfolio, value $4,904,590.

    13F-HR 0001951757-25-000876 filed by MBE 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 178,958 shares
    Change vs previous 13F +132,743 shares

    2.39% of the 13F portfolio, value $5,003,678.

    13F-HR 0001951757-25-000408 filed by MBE 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 46,215 shares
    Change vs previous 13F +31,018 shares

    0.71% of the 13F portfolio, value $1,262,583.

    13F-HR 0001951757-25-000103 filed by MBE 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 15,197 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,284,582.

    13F-HR 0001951757-24-001090 filed by MBE Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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