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Disclosery

MFA Wealth Services: SCHD position timeline

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

MFA Wealth Services held 196,877 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 196,877 shares
    Change vs previous 13F -5,372 shares

    3.73% of the 13F portfolio, value $6,242,983.

    13F-HR 0001754960-26-000585 filed by MFA Wealth Services
    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 202,249 shares
    Change vs previous 13F -25,777 shares

    4.11% of the 13F portfolio, value $6,205,005.

    13F-HR 0001754960-26-000297 filed by MFA Wealth Services
    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 228,026 shares
    Change vs previous 13F -1,579 shares

    4.23% of the 13F portfolio, value $6,254,747.

    13F-HR 0001754960-26-000075 filed by MFA Wealth Services
    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 229,605 shares
    Change vs previous 13F -4,226 shares

    4.33% of the 13F portfolio, value $6,268,211.

    13F-HR 0001754960-25-000793 filed by MFA Wealth Services
    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 233,831 shares
    Change vs previous 13F -41,450 shares

    4.66% of the 13F portfolio, value $6,196,528.

    13F-HR 0001754960-25-000478 filed by MFA Wealth Services
    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 275,281 shares
    Change vs previous 13F -59,659 shares

    6.33% of the 13F portfolio, value $7,696,859.

    13F-HR 0001754960-25-000207 filed by MFA Wealth Services
    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 334,940 shares
    Change vs previous 13F not available

    7.34% of the 13F portfolio, value $9,150,568.

    13F-HR 0001754960-25-000045 filed by MFA Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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