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MOKAN Wealth Management Inc.: SCHD position timeline

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

MOKAN Wealth Management Inc. held 112,118 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 112,118 shares
    Change vs previous 13F +1,649 shares

    1.36% of the 13F portfolio, value $3,555,444.

    13F-HR 0002053727-26-000003 filed by MOKAN Wealth Management Inc.
    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 110,469 shares
    Change vs previous 13F -9,671 shares

    1.5% of the 13F portfolio, value $3,389,206.

    13F-HR 0002053727-26-000002 filed by MOKAN 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 ended2025-12-31
    13F 120,140 shares
    Change vs previous 13F -19,157 shares

    1.46% of the 13F portfolio, value $3,295,423.

    13F-HR 0002053727-26-000001 filed by MOKAN 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 ended2025-09-30
    13F 139,297 shares
    Change vs previous 13F -11,472 shares

    1.91% of the 13F portfolio, value $3,802,718.

    13F-HR 0002053727-25-000002 filed by MOKAN 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 ended2025-06-30
    13F 150,769 shares
    Change vs previous 13F +6,985 shares

    2.23% of the 13F portfolio, value $3,995,382.

    13F-HR 0001085146-25-004166 filed by MOKAN Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 143,784 shares
    Change vs previous 13F +3,252 shares

    2.42% of the 13F portfolio, value $4,020,059.

    13F-HR 0001085146-25-002264 filed by MOKAN Wealth Management Inc.
    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 140,532 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $3,839,394.

    13F-HR 0001085146-25-000648 filed by MOKAN Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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