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Disclosery

Members Advisory Group LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Members Advisory Group LLC on SCHB, newest first. How the timeline and the estimate are built.

Members Advisory Group LLC held 1,179,830 SCHB 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 1,179,830 shares
    Change vs previous 13F -403,482 shares

    9.54% of the 13F portfolio, value $34,167,504.

    13F-HR 0001908587-26-000003 filed by Members Advisory Group 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 1,583,312 shares
    Change vs previous 13F -13,753 shares

    13.63% of the 13F portfolio, value $39,741,054.

    13F-HR 0001908587-26-000002 filed by Members Advisory Group 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 1,597,065 shares
    Change vs previous 13F -169,049 shares

    15.79% of the 13F portfolio, value $41,891,193.

    13F-HR 0001908587-26-000001 filed by Members Advisory Group 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 1,766,114 shares
    Change vs previous 13F -4,103 shares

    16.06% of the 13F portfolio, value $45,406,717.

    13F-HR 0001908587-25-000003 filed by Members Advisory Group 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 1,770,217 shares
    Change vs previous 13F +93,862 shares

    15.86% of the 13F portfolio, value $42,184,364.

    13F-HR 0001085146-25-004258 filed by Members Advisory Group 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 1,676,355 shares
    Change vs previous 13F +76,569 shares

    15.08% of the 13F portfolio, value $36,091,997.

    13F-HR 0001085146-25-002597 filed by Members Advisory Group 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 1,599,786 shares
    Change vs previous 13F +1,111,773 shares

    14.9% of the 13F portfolio, value $36,321,964.

    13F-HR 0001085146-25-000723 filed by Members Advisory Group 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 488,013 shares
    Change vs previous 13F not available

    16.23% of the 13F portfolio, value $32,463,290.

    13F-HR 0001085146-24-005521 filed by Members Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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