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Morningstar Investment Management LLC: SCHO position timeline

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

Morningstar Investment Management LLC held 1,613,491 SCHO 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 1,613,491 shares
    Change vs previous 13F 0 shares

    2.41% of the 13F portfolio, value $39,159,427.

    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 1,613,491 shares
    Change vs previous 13F -113,181 shares

    2.42% of the 13F portfolio, value $39,159,427.

    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 1,726,672 shares
    Change vs previous 13F 0 shares

    2.48% of the 13F portfolio, value $42,079,000.

    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 1,726,672 shares
    Change vs previous 13F +44,934 shares

    1.55% of the 13F portfolio, value $42,131,000.

    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 1,681,738 shares
    Change vs previous 13F -288,391 shares

    3.6% of the 13F portfolio, value $41,001,000.

    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 1,970,129 shares
    Change vs previous 13F +79,394 shares

    4.08% of the 13F portfolio, value $47,953,000.

    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 1,890,735 shares
    Change vs previous 13F -231,142 shares

    3.59% of the 13F portfolio, value $45,491,000.

    13F-HR 0001104659-25-008442 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 0 shares
    • Morningstar Investment Management LLC: 1,890,735 shares

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

  8. period ended2024-09-30
    13F 2,121,877 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $52,402,000.

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

    • Morningstar Investment Services LLC: 34,803 shares
    • Morningstar Investment Management LLC: 2,087,074 shares

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