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MBE Wealth Management, LLC: SCHG position timeline

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

MBE Wealth Management, LLC held 22,649 SCHG 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 22,649 shares
    Change vs previous 13F +495 shares

    0.27% of the 13F portfolio, value $766,446.

    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 22,154 shares
    Change vs previous 13F +3 shares

    0.27% of the 13F portfolio, value $645,336.

    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 22,151 shares
    Change vs previous 13F +3 shares

    0.3% of the 13F portfolio, value $722,552.

    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 22,148 shares
    Change vs previous 13F +202 shares

    0.31% of the 13F portfolio, value $706,751.

    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 21,946 shares
    Change vs previous 13F +1,252 shares

    0.28% of the 13F portfolio, value $641,043.

    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 20,694 shares
    Change vs previous 13F +3 shares

    0.25% of the 13F portfolio, value $518,171.

    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 20,691 shares
    Change vs previous 13F +15,519 shares

    0.32% of the 13F portfolio, value $576,662.

    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 5,172 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $538,870.

    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).