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CHOREO, LLC: SCHC position timeline

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

CHOREO, LLC held 813,788 SCHC shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 813,788 shares
    Change vs previous 13F -3,965 shares

    0.43% of the 13F portfolio, value $39,159,471.

    13F-HR 0001214659-26-009507 filed by CHOREO, 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 817,753 shares
    Change vs previous 13F +11,471 shares

    0.47% of the 13F portfolio, value $38,221,762.

    13F-HR 0001214659-26-006019 filed by CHOREO, 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 806,282 shares
    Change vs previous 13F +41,251 shares

    0.47% of the 13F portfolio, value $36,879,353.

    13F-HR 0001214659-26-000775 filed by CHOREO, 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 765,031 shares
    Change vs previous 13F -21,882 shares

    0.45% of the 13F portfolio, value $34,816,562.

    13F-HR 0001214659-25-016169 filed by CHOREO, 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 786,913 shares
    Change vs previous 13F -9,616 shares

    0.47% of the 13F portfolio, value $33,514,631.

    13F-HR 0001214659-25-011879 filed by CHOREO, 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 796,529 shares
    Change vs previous 13F -128,559 shares

    0.44% of the 13F portfolio, value $28,579,478.

    13F-HR 0001214659-25-006995 filed by CHOREO, 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 925,088 shares
    Change vs previous 13F +50,849 shares

    0.46% of the 13F portfolio, value $31,756,851.

    13F-HR 0001214659-25-001353 filed by CHOREO, 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 874,239 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $33,544,566.

    13F-HR 0001214659-24-018521 filed by CHOREO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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