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Mokosak Advisory Group, LLC: SCHA position timeline

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

Mokosak Advisory Group, LLC held 1,183,905 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,183,905 shares
    Change vs previous 13F -12,960 shares

    9.26% of the 13F portfolio, value $42,774,476.

    13F-HR 0001713112-26-000003 filed by Mokosak Advisory 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 1,196,865 shares
    Change vs previous 13F -20,931 shares

    8.71% of the 13F portfolio, value $34,810,649.

    13F-HR 0001713112-26-000002 filed by Mokosak Advisory 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 1,217,796 shares
    Change vs previous 13F +30,140 shares

    8.7% of the 13F portfolio, value $34,683,386.

    13F-HR 0001713112-26-000001 filed by Mokosak Advisory 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 1,187,656 shares
    Change vs previous 13F +13,922 shares

    8.67% of the 13F portfolio, value $33,135,886.

    13F-HR 0001713112-25-000004 filed by Mokosak Advisory 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 1,173,734 shares
    Change vs previous 13F +39,242 shares

    8.4% of the 13F portfolio, value $29,695,720.

    13F-HR 0001085146-25-003955 filed by Mokosak Advisory 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 1,134,492 shares
    Change vs previous 13F +23,969 shares

    8.21% of the 13F portfolio, value $26,581,409.

    13F-HR 0001085146-25-002248 filed by Mokosak Advisory 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 1,110,523 shares
    Change vs previous 13F +556,602 shares

    8.61% of the 13F portfolio, value $28,718,022.

    13F-HR 0001085146-25-000485 filed by Mokosak Advisory 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 553,921 shares
    Change vs previous 13F not available

    8.56% of the 13F portfolio, value $28,527,672.

    13F-HR 0001085146-24-004954 filed by Mokosak Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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