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MFA WEALTH ADVISORS, LLC: SCHD position timeline

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

MFA WEALTH ADVISORS, LLC held 27,099 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 27,099 shares
    Change vs previous 13F -76 shares

    0.15% of the 13F portfolio, value $881,546.

    13F-HR 0001688184-26-000006 filed by MFA WEALTH ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,175 shares
    Change vs previous 13F -3,758 shares

    0.15% of the 13F portfolio, value $861,734.

    13F-HR 0001688184-26-000004 filed by MFA WEALTH 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 ended2026-03-31
    13F 30,933 shares
    Change vs previous 13F -571 shares

    0.19% of the 13F portfolio, value $949,039.

    13F-HR 0001688184-26-000003 filed by MFA WEALTH 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 ended2025-12-31
    13F 31,504 shares
    Change vs previous 13F -2,722 shares

    0.18% of the 13F portfolio, value $864,168.

    13F-HR 0001688184-26-000001 filed by MFA WEALTH 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 ended2025-09-30
    13F 34,226 shares
    Change vs previous 13F -1,236,488 shares

    0.2% of the 13F portfolio, value $934,382.

    13F-HR 0001688184-25-000007 filed by MFA WEALTH 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 ended2025-06-30
    13F 1,270,714 shares
    Change vs previous 13F -212,729 shares

    7.9% of the 13F portfolio, value $33,673,922.

    13F-HR 0002051613-25-000006 filed by MFA WEALTH 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 ended2025-03-31
    13F 1,483,443 shares
    Change vs previous 13F +5,364 shares

    10.27% of the 13F portfolio, value $41,477,055.

    13F-HR 0001688184-25-000003 filed by MFA WEALTH 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 ended2024-12-31
    13F 1,478,079 shares
    Change vs previous 13F not available

    10.33% of the 13F portfolio, value $40,381,125.

    13F-HR 0001688184-25-000001 filed by MFA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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