Skip to content
Disclosery

MCF Advisors LLC: SCHW position timeline

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

MCF Advisors LLC held 15,450 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,450 shares
    Change vs previous 13F -156 shares

    0.05% of the 13F portfolio, value $1,425,529.

    13F-HR 0001602905-26-000008 filed by MCF Advisors 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 15,606 shares
    Change vs previous 13F +3,286 shares

    0.06% of the 13F portfolio, value $1,466,686.

    13F-HR 0001602905-26-000004 filed by MCF Advisors 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 12,320 shares
    Change vs previous 13F +5,537 shares

    0.07% of the 13F portfolio, value $1,230,916.

    13F-HR 0001602905-26-000001 filed by MCF Advisors 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 6,783 shares
    Change vs previous 13F +59 shares

    0.04% of the 13F portfolio, value $647,569.

    13F-HR 0001602905-25-000007 filed by MCF Advisors 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 6,724 shares
    Change vs previous 13F +89 shares

    0.04% of the 13F portfolio, value $613,468.

    13F-HR 0001602905-25-000004 filed by MCF Advisors 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 6,635 shares
    Change vs previous 13F +27 shares

    0.04% of the 13F portfolio, value $519,398.

    13F-HR 0001602905-25-000003 filed by MCF Advisors 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 6,608 shares
    Change vs previous 13F -499 shares

    0.03% of the 13F portfolio, value $489,031.

    13F-HR 0001602905-25-000001 filed by MCF Advisors 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 7,107 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $460,618.

    13F-HR 0001602905-24-000007 filed by MCF Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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