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Mokosak Advisory Group, LLC: SCHG position timeline

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

Mokosak Advisory Group, LLC held 1,206,066 SCHG 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 1,206,066 shares
    Change vs previous 13F +15,438 shares

    8.84% of the 13F portfolio, value $40,813,802.

    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 1,190,628 shares
    Change vs previous 13F +12,667 shares

    8.68% of the 13F portfolio, value $34,691,446.

    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 1,177,961 shares
    Change vs previous 13F +13,479 shares

    9.64% of the 13F portfolio, value $38,425,749.

    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 1,164,482 shares
    Change vs previous 13F -659 shares

    9.72% of the 13F portfolio, value $37,158,804.

    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 1,165,141 shares
    Change vs previous 13F +22,663 shares

    9.62% of the 13F portfolio, value $34,034,426.

    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 1,142,478 shares
    Change vs previous 13F -109,155 shares

    8.83% of the 13F portfolio, value $28,608,403.

    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 1,251,633 shares
    Change vs previous 13F +933,503 shares

    10.46% of the 13F portfolio, value $34,883,587.

    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 318,130 shares
    Change vs previous 13F not available

    9.94% of the 13F portfolio, value $33,145,552.

    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).