Skip to content
Disclosery

Mokosak Advisory Group, LLC: SCHZ position timeline

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

Mokosak Advisory Group, LLC held 1,297,292 SCHZ 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 1,297,292 shares
    Change vs previous 13F +61,631 shares

    6.5% of the 13F portfolio, value $30,006,446.

    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 1,235,661 shares
    Change vs previous 13F +83,583 shares

    7.18% of the 13F portfolio, value $28,692,038.

    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 1,152,078 shares
    Change vs previous 13F +35,782 shares

    6.76% of the 13F portfolio, value $26,923,955.

    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 1,116,296 shares
    Change vs previous 13F +33,420 shares

    6.85% of the 13F portfolio, value $26,199,406.

    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 1,082,876 shares
    Change vs previous 13F +12,874 shares

    7.12% of the 13F portfolio, value $25,166,024.

    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 1,070,002 shares
    Change vs previous 13F +68,507 shares

    7.65% of the 13F portfolio, value $24,781,079.

    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 1,001,495 shares
    Change vs previous 13F +512,663 shares

    6.82% of the 13F portfolio, value $22,733,947.

    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 488,832 shares
    Change vs previous 13F not available

    6.97% of the 13F portfolio, value $23,229,001.

    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).