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MTM FINANCIAL GROUP, LLC: SCHD position timeline

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

MTM FINANCIAL GROUP, LLC held 101,444 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,444 shares
    Change vs previous 13F -3,890 shares

    1.38% of the 13F portfolio, value $3,216,780.

    13F-HR 0002085853-26-000870 filed by MTM FINANCIAL GROUP, 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 105,334 shares
    Change vs previous 13F -9,261 shares

    1.51% of the 13F portfolio, value $3,212,009.

    13F-HR 0002085853-26-000642 filed by MTM FINANCIAL GROUP, 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 114,595 shares
    Change vs previous 13F -13,818 shares

    1.49% of the 13F portfolio, value $3,125,792.

    13F-HR 0002085853-26-000641 filed by MTM FINANCIAL GROUP, 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 128,413 shares
    Change vs previous 13F -173,226 shares

    1.72% of the 13F portfolio, value $3,488,208.

    13F-HR 0002085853-26-000640 filed by MTM FINANCIAL GROUP, 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 301,639 shares
    Change vs previous 13F +6,025 shares

    4.33% of the 13F portfolio, value $7,976,478.

    13F-HR 0002085853-26-000639 filed by MTM FINANCIAL GROUP, 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 295,614 shares
    Change vs previous 13F +13,345 shares

    4.82% of the 13F portfolio, value $8,247,487.

    13F-HR 0002085853-26-000638 filed by MTM FINANCIAL GROUP, 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 282,269 shares
    Change vs previous 13F +187,167 shares

    4.6% of the 13F portfolio, value $7,694,120.

    13F-HR 0002085853-26-000637 filed by MTM FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 95,102 shares
    Change vs previous 13F not available

    4.88% of the 13F portfolio, value $7,984,926.

    13F-HR 0002085853-26-000636 filed by MTM FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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