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Disclosery

Members Advisory Group LLC: SCHD position timeline

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

Members Advisory Group LLC held 0 SCHD shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -9,683 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 9,683 shares
    Change vs previous 13F -2,536 shares

    0.09% of the 13F portfolio, value $264,332.

    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).

  3. period ended2025-06-30
    13F 12,219 shares
    Change vs previous 13F -454 shares

    0.12% of the 13F portfolio, value $323,810.

    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).

  4. period ended2025-03-31
    13F 12,673 shares
    Change vs previous 13F -12,273 shares

    0.15% of the 13F portfolio, value $354,326.

    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).

  5. period ended2024-12-31
    13F 24,946 shares
    Change vs previous 13F -223,631 shares

    0.28% of the 13F portfolio, value $682,018.

    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).

  6. period ended2024-09-30
    13F 248,577 shares
    Change vs previous 13F not available

    10.51% of the 13F portfolio, value $21,011,607.

    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).