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Disclosery

MEMBERS WEALTH LLC: SCHD position timeline

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

MEMBERS WEALTH LLC held 21,924 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,924 shares
    Change vs previous 13F -79 shares

    0.38% of the 13F portfolio, value $695,210.

    13F-HR 0001951757-26-000963 filed by MEMBERS 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 22,003 shares
    Change vs previous 13F -65 shares

    0.41% of the 13F portfolio, value $682,313.

    13F-HR 0001951757-26-000720 filed by MEMBERS 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 22,068 shares
    Change vs previous 13F -112,896 shares

    0.4% of the 13F portfolio, value $643,944.

    13F-HR 0001951757-26-000321 filed by MEMBERS 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 134,964 shares
    Change vs previous 13F -1,412 shares

    2.35% of the 13F portfolio, value $3,715,550.

    13F-HR 0001951757-25-001419 filed by MEMBERS 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 ended2025-03-31
    13F 136,376 shares
    Change vs previous 13F +8,151 shares

    2.88% of the 13F portfolio, value $3,813,059.

    13F-HR 0001951757-25-000371 filed by MEMBERS 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 ended2024-12-31
    13F 128,225 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $3,545,418.

    13F-HR 0001951757-25-000280 filed by MEMBERS WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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