Skip to content
Disclosery

Morningstar Investment Management LLC: SCHH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morningstar Investment Management LLC on SCHH, newest first. How the timeline and the estimate are built.

Morningstar Investment Management LLC held 705,180 SCHH shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 705,180 shares
    Change vs previous 13F 0 shares

    0.93% of the 13F portfolio, value $15,154,318.

    13F-HR 0001104659-26-085281 filed by Morningstar Investment Management 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 705,180 shares
    Change vs previous 13F +139,699 shares

    0.94% of the 13F portfolio, value $15,154,318.

    13F-HR 0001104659-26-061223 filed by Morningstar Investment Management 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 565,481 shares
    Change vs previous 13F +57,444 shares

    0.7% of the 13F portfolio, value $11,813,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment Management 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 508,037 shares
    Change vs previous 13F -679,403 shares

    0.4% of the 13F portfolio, value $10,958,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment Management 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 1,187,440 shares
    Change vs previous 13F +70,732 shares

    2.2% of the 13F portfolio, value $25,126,000.

    13F-HR 0001104659-25-071055 filed by Morningstar Investment Management 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 1,116,708 shares
    Change vs previous 13F -22,748 shares

    2.04% of the 13F portfolio, value $24,020,000.

    13F-HR 0001104659-25-045607 filed by Morningstar Investment Management 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 1,139,456 shares
    Change vs previous 13F -22,017 shares

    1.89% of the 13F portfolio, value $23,997,000.

    13F-HR 0001104659-25-008442 filed by Morningstar Investment Management 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 1,161,473 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $26,319,000.

    13F-HR 0001104659-24-116248 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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