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Midwest Capital Advisors, LLC: SCHD position timeline

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

Midwest Capital Advisors, LLC held 8,014 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,014 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $254,126.

    13F-HR 0000905729-26-000140 filed by Midwest Capital Advisors, 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 8,014 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $245,871.

    13F-HR 0000905729-26-000086 filed by Midwest Capital 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 ended2025-12-31
    13F 8,014 shares
    Change vs previous 13F +80 shares

    0.11% of the 13F portfolio, value $219,826.

    13F-HR 0000905729-26-000025 filed by Midwest Capital 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 ended2025-09-30
    13F 7,934 shares
    Change vs previous 13F +75 shares

    0.1% of the 13F portfolio, value $216,612.

    13F-HR 0000905729-25-000172 filed by Midwest Capital 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 ended2025-06-30
    13F 7,859 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $208,260.

    13F-HR 0000905729-25-000129 filed by Midwest Capital 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 ended2025-03-31
    13F 7,859 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $219,734.

    13F-HR 0000905729-25-000087 filed by Midwest Capital 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 ended2024-12-31
    13F 7,859 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $214,704.

    13F-HR 0000905729-25-000025 filed by Midwest Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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