MBE Wealth Management, LLC: SCHO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MBE Wealth Management, LLC on SCHO, newest first. How the timeline and the estimate are built.
MBE Wealth Management, LLC held 58,298 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 58,298 sharesChange vs previous 13F -1,040 shares
0.49% of the 13F portfolio, value $1,407,314.
13F-HR 0001951757-26-001046 filed by MBE Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 59,338 sharesChange vs previous 13F -15,675 shares
0.6% of the 13F portfolio, value $1,440,138.
13F-HR 0001951757-26-000681 filed by MBE Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 75,013 sharesChange vs previous 13F +1,638 shares
0.77% of the 13F portfolio, value $1,828,071.
13F-HR 0001951757-26-000241 filed by MBE Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 73,375 sharesChange vs previous 13F -13,381 shares
0.77% of the 13F portfolio, value $1,790,346.
13F-HR 0001951757-25-001220 filed by MBE Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 86,756 sharesChange vs previous 13F +14,211 shares
0.92% of the 13F portfolio, value $2,115,115.
13F-HR 0001951757-25-000876 filed by MBE Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 72,545 sharesChange vs previous 13F +56,099 shares
0.84% of the 13F portfolio, value $1,765,746.
13F-HR 0001951757-25-000408 filed by MBE Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,446 sharesChange vs previous 13F +8,223 shares
0.22% of the 13F portfolio, value $395,691.
13F-HR 0001951757-25-000103 filed by MBE Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,223 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $402,763.
13F-HR 0001951757-24-001090 filed by MBE Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).