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Mokosak Advisory Group, LLC: SCHM position timeline

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

Mokosak Advisory Group, LLC held 1,129,814 SCHM 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 1,129,814 shares
    Change vs previous 13F -5,697 shares

    9.02% of the 13F portfolio, value $41,656,833.

    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 1,135,511 shares
    Change vs previous 13F -2,970 shares

    8.8% of the 13F portfolio, value $35,160,644.

    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 1,138,481 shares
    Change vs previous 13F +42,412 shares

    8.59% of the 13F portfolio, value $34,235,076.

    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 1,096,069 shares
    Change vs previous 13F +16,604 shares

    8.5% of the 13F portfolio, value $32,487,356.

    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 1,079,465 shares
    Change vs previous 13F +28,466 shares

    8.56% of the 13F portfolio, value $30,278,818.

    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 1,050,999 shares
    Change vs previous 13F +21,435 shares

    8.5% of the 13F portfolio, value $27,535,974.

    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 1,029,564 shares
    Change vs previous 13F +687,223 shares

    8.56% of the 13F portfolio, value $28,529,336.

    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 342,341 shares
    Change vs previous 13F not available

    8.53% of the 13F portfolio, value $28,446,438.

    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).