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Disclosery

MBL Wealth, LLC: SCHX position timeline

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

MBL Wealth, LLC held 293,670 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 293,670 shares
    Change vs previous 13F -5,162 shares

    0.59% of the 13F portfolio, value $8,642,714.

    13F-HR 0001437749-26-023609 filed by MBL Wealth, 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 298,832 shares
    Change vs previous 13F +9,932 shares

    0.58% of the 13F portfolio, value $7,662,057.

    13F-HR 0001437749-26-013587 filed by MBL Wealth, 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 288,900 shares
    Change vs previous 13F +55 shares

    0.62% of the 13F portfolio, value $7,774,303.

    13F-HR 0001437749-26-001627 filed by MBL Wealth, 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 288,845 shares
    Change vs previous 13F +3,445 shares

    0.67% of the 13F portfolio, value $7,608,180.

    13F-HR 0001437749-25-031122 filed by MBL Wealth, 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 285,400 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $6,975,178.

    13F-HR 0001437749-25-023178 filed by MBL Wealth, 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 285,400 shares
    Change vs previous 13F -450 shares

    0.64% of the 13F portfolio, value $6,301,633.

    13F-HR 0001437749-25-017955 filed by MBL Wealth, 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 285,850 shares
    Change vs previous 13F +190,620 shares

    0.66% of the 13F portfolio, value $6,626,003.

    13F-HR 0001437749-25-012433 filed by MBL Wealth, 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 95,230 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $6,461,356.

    13F-HR 0001437749-25-000682 filed by MBL Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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