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MJT & Associates Financial Advisory Group, Inc.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MJT & Associates Financial Advisory Group, Inc. on SCHD, newest first. How the timeline and the estimate are built.

MJT & Associates Financial Advisory Group, Inc. held 796,851 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 796,851 shares
    Change vs previous 13F +34,636 shares

    16.77% of the 13F portfolio, value $25,921,551.

    13F-HR 0002065777-26-000010 filed by MJT & Associates Financial Advisory Group, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 762,215 shares
    Change vs previous 13F +5,554 shares

    15.99% of the 13F portfolio, value $24,169,822.

    13F-HR 0002065777-26-000008 filed by MJT & Associates Financial Advisory Group, 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 756,661 shares
    Change vs previous 13F -34,845 shares

    17.04% of the 13F portfolio, value $23,214,345.

    13F-HR 0002065777-26-000004 filed by MJT & Associates Financial Advisory Group, 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/A 791,506 shares
    Change vs previous 13F +33,110 shares

    16.2% of the 13F portfolio, value $21,710,983.

    13F-HR/A 0002065777-26-000002 filed by MJT & Associates Financial Advisory Group, 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 758,396 shares
    Change vs previous 13F +172,335 shares

    16.84% of the 13F portfolio, value $20,704,206.

    13F-HR 0002065777-25-000005 filed by MJT & Associates Financial Advisory Group, Inc.
    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/A 586,061 shares
    Change vs previous 13F +29,947 shares

    19.26% of the 13F portfolio, value $15,530,591.

    13F-HR/A 0002065777-25-000004 filed by MJT & Associates Financial Advisory Group, Inc.
    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 556,114 shares
    Change vs previous 13F not available

    14.93% of the 13F portfolio, value $15,548,923.

    13F-HR 0002065777-25-000001 filed by MJT & Associates Financial Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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