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Mokosak Advisory Group, LLC: SCHV position timeline

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

Mokosak Advisory Group, LLC held 3,013,603 SCHV 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 3,013,603 shares
    Change vs previous 13F +5,102 shares

    22.72% of the 13F portfolio, value $104,904,095.

    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 3,008,501 shares
    Change vs previous 13F -39,960 shares

    22.97% of the 13F portfolio, value $91,761,806.

    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 3,048,461 shares
    Change vs previous 13F +100,168 shares

    22.65% of the 13F portfolio, value $90,264,906.

    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 2,948,293 shares
    Change vs previous 13F +36,863 shares

    22.45% of the 13F portfolio, value $85,824,461.

    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 2,911,430 shares
    Change vs previous 13F +45,858 shares

    22.78% of the 13F portfolio, value $80,559,477.

    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 2,865,572 shares
    Change vs previous 13F +68,730 shares

    23.52% of the 13F portfolio, value $76,167,262.

    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 2,796,842 shares
    Change vs previous 13F +1,869,197 shares

    21.86% of the 13F portfolio, value $72,913,921.

    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 927,645 shares
    Change vs previous 13F not available

    22.36% of the 13F portfolio, value $74,556,289.

    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).