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MFG WEALTH MANAGEMENT, INC.: SCHD position timeline

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

MFG WEALTH MANAGEMENT, INC. held 61,430 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 61,430 shares
    Change vs previous 13F -2,778 shares

    1.45% of the 13F portfolio, value $1,998,313.

    13F-HR 0002085853-26-001123 filed by MFG WEALTH MANAGEMENT, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 64,208 shares
    Change vs previous 13F -8,683 shares

    1.46% of the 13F portfolio, value $2,036,036.

    13F-HR 0002085853-26-000655 filed by MFG WEALTH MANAGEMENT, INC.
    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 72,891 shares
    Change vs previous 13F -339 shares

    1.85% of the 13F portfolio, value $2,236,296.

    13F-HR 0002085853-26-000318 filed by MFG WEALTH MANAGEMENT, INC.
    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 73,230 shares
    Change vs previous 13F +462 shares

    1.57% of the 13F portfolio, value $2,008,699.

    13F-HR 0002085853-26-000010 filed by MFG WEALTH MANAGEMENT, INC.
    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 72,768 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $1,986,566.

    13F-HR 0002085853-25-000041 filed by MFG WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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