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MBM WEALTH CONSULTANTS, LLC: SCHO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MBM WEALTH CONSULTANTS, LLC on SCHO, newest first. How the timeline and the estimate are built.

MBM WEALTH CONSULTANTS, LLC held 1,110,545 SCHO 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 1,110,545 shares
    Change vs previous 13F +147,695 shares

    5.17% of the 13F portfolio, value $26,808,550.

    13F-HR 0001762068-26-000005 filed by MBM WEALTH CONSULTANTS, 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 962,850 shares
    Change vs previous 13F +63,131 shares

    5.36% of the 13F portfolio, value $23,368,363.

    13F-HR 0001762068-26-000004 filed by MBM WEALTH CONSULTANTS, 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 899,719 shares
    Change vs previous 13F +92,967 shares

    5.21% of the 13F portfolio, value $21,926,146.

    13F-HR 0001762068-26-000003 filed by MBM WEALTH CONSULTANTS, 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 806,752 shares
    Change vs previous 13F +194,478 shares

    4.89% of the 13F portfolio, value $19,684,742.

    13F-HR 0001762068-25-000006 filed by MBM WEALTH CONSULTANTS, 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 612,274 shares
    Change vs previous 13F +39,555 shares

    4% of the 13F portfolio, value $14,927,234.

    13F-HR 0001762068-25-000005 filed by MBM WEALTH CONSULTANTS, 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 572,719 shares
    Change vs previous 13F +51,907 shares

    4.12% of the 13F portfolio, value $13,939,970.

    13F-HR 0001762068-25-000004 filed by MBM WEALTH CONSULTANTS, 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 520,812 shares
    Change vs previous 13F +317,893 shares

    3.74% of the 13F portfolio, value $12,572,381.

    13F-HR 0001762068-25-000001 filed by MBM WEALTH CONSULTANTS, 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 202,919 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $9,938,952.

    13F-HR 0001762068-24-000007 filed by MBM WEALTH CONSULTANTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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