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Disclosery

MBE Wealth Management, LLC: SCHR position timeline

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

MBE Wealth Management, LLC held 18,196 SCHR 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 18,196 shares
    Change vs previous 13F +405 shares

    0.16% of the 13F portfolio, value $448,702.

    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 17,791 shares
    Change vs previous 13F -4,742 shares

    0.18% of the 13F portfolio, value $443,179.

    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 22,533 shares
    Change vs previous 13F -510 shares

    0.24% of the 13F portfolio, value $565,123.

    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 23,043 shares
    Change vs previous 13F -539 shares

    0.25% of the 13F portfolio, value $579,079.

    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 23,582 shares
    Change vs previous 13F +7,058 shares

    0.26% of the 13F portfolio, value $590,252.

    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 16,524 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $410,779.

    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).