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MBE Wealth Management, LLC: SCHP position timeline

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

MBE Wealth Management, LLC held 293,532 SCHP 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 293,532 shares
    Change vs previous 13F +5,895 shares

    2.73% of the 13F portfolio, value $7,778,602.

    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 287,637 shares
    Change vs previous 13F -22,024 shares

    3.18% of the 13F portfolio, value $7,654,023.

    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 309,661 shares
    Change vs previous 13F +14,609 shares

    3.43% of the 13F portfolio, value $8,202,913.

    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 295,052 shares
    Change vs previous 13F +4,919 shares

    3.44% of the 13F portfolio, value $7,951,652.

    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 290,133 shares
    Change vs previous 13F +6,693 shares

    3.37% of the 13F portfolio, value $7,740,743.

    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 283,440 shares
    Change vs previous 13F +38,553 shares

    3.65% of the 13F portfolio, value $7,621,691.

    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 244,887 shares
    Change vs previous 13F +143,409 shares

    3.56% of the 13F portfolio, value $6,325,439.

    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 101,478 shares
    Change vs previous 13F not available

    3% of the 13F portfolio, value $5,442,276.

    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).