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Disclosery

CHOREO, LLC: SCHG position timeline

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

CHOREO, LLC held 1,252,805 SCHG 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 1,252,805 shares
    Change vs previous 13F +14,864 shares

    0.47% of the 13F portfolio, value $42,393,823.

    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 1,237,941 shares
    Change vs previous 13F +756,586 shares

    0.44% of the 13F portfolio, value $36,057,908.

    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 481,355 shares
    Change vs previous 13F -5,722 shares

    0.2% of the 13F portfolio, value $15,826,951.

    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 487,077 shares
    Change vs previous 13F -4,737 shares

    0.2% of the 13F portfolio, value $15,542,640.

    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 491,814 shares
    Change vs previous 13F +328,461 shares

    0.2% of the 13F portfolio, value $14,365,875.

    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 163,353 shares
    Change vs previous 13F -262,770 shares

    0.06% of the 13F portfolio, value $4,090,358.

    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 426,123 shares
    Change vs previous 13F +384,462 shares

    0.17% of the 13F portfolio, value $11,951,374.

    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 41,661 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,278,589.

    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).