Mokosak Advisory Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $34.8M | Sell |
1,196,865
-20,931
| -2% | -$627K | 8.71% | 4 |
|
|
2025
Q4 | $34.7M | Buy |
1,217,796
+30,140
| +3% | +$851K | 8.7% | 4 |
|
|
2025
Q3 | $33.1M | Buy |
1,187,656
+13,922
| +1% | +$372K | 8.67% | 4 |
|
|
2025
Q2 | $29.7M | Buy |
1,173,734
+39,242
| +3% | +$928K | 8.4% | 5 |
|
|
2025
Q1 | $26.6M | Buy |
1,134,492
+23,969
| +2% | +$611K | 8.21% | 5 |
|
|
2024
Q4 | $28.7M | Buy |
1,110,523
+2,681
| +0.2% | +$71.3K | 8.61% | 4 |
|
|
2024
Q3 | $28.5M | Buy |
1,107,842
+47,778
| +5% | +$1.19M | 8.56% | 4 |
|
|
2024
Q2 | $25.2M | Buy |
1,060,064
+15,288
| +1% | +$362K | 8.31% | 6 |
|
|
2024
Q1 | $25.7M | Buy |
1,044,776
+24,956
| +2% | +$585K | 8.49% | 5 |
|
|
2023
Q4 | $24.1M | Buy |
1,019,820
+25,770
| +3% | +$543K | 8.64% | 4 |
|
|
2023
Q3 | $20.6M | Buy |
994,050
+18,344
| +2% | +$403K | 8.37% | 5 |
|
|
2023
Q2 | $21.4M | Buy |
975,706
+34,606
| +4% | +$721K | 8.45% | 6 |
|
|
2023
Q1 | $19.7M | Buy |
941,100
+7,752
| +0.8% | +$167K | 8.41% | 5 |
|
|
2022
Q4 | $18.9M | Buy |
933,348
+23,142
| +3% | +$474K | 8.46% | 5 |
|
|
2022
Q3 | $17.2M | Sell |
910,206
-7,048
| -0.8% | -$147K | 8.46% | 4 |
|
|
2022
Q2 | $17.9M | Buy |
917,254
+51,390
| +6% | +$1.1M | 8.53% | 5 |
|
|
2022
Q1 | $20.5M | Buy |
865,864
+42,008
| +5% | +$992K | 8.31% | 6 |
|
|
2021
Q4 | $21.1M | Buy |
823,856
+21,984
| +3% | +$569K | 8.09% | 6 |
|
|
2021
Q3 | $20.1M | Buy |
801,872
+31,408
| +4% | +$798K | 8.32% | 6 |
|
|
2021
Q2 | $20.1M | Buy |
770,464
+680
| +0.1% | +$17.4K | 8.43% | 5 |
|
|
2021
Q1 | $19.2M | Sell |
769,784
-61,844
| -7% | -$1.52M | 8.61% | 5 |
|
|
2020
Q4 | $18.5M | Buy |
831,628
+11,124
| +1% | +$221K | 8.84% | 4 |
|
|
2020
Q3 | $14M | Buy |
820,504
+9,500
| +1% | +$164K | 8.01% | 8 |
|
|
2020
Q2 | $13.3M | Buy |
811,004
+18,300
| +2% | +$274K | 8.09% | 6 |
|
|
2020
Q1 | $10.2M | Buy |
792,704
+117,684
| +17% | +$2M | 7.61% | 7 |
|
|
2019
Q4 | $12.8M | Buy |
675,020
+26,788
| +4% | +$485K | 7.73% | 5 |
|
|
2019
Q3 | $11.3M | Buy |
648,232
+12,468
| +2% | +$220K | 7.46% | 7 |
|
|
2019
Q2 | $11.4M | Buy |
635,764
+4,016
| +0.6% | +$71K | 7.68% | 5 |
|
|
2019
Q1 | $11.1M | Buy |
631,748
+18,696
| +3% | +$320K | 7.7% | 5 |
|
|
2018
Q4 | $9.31M | Sell |
613,052
-140,732
| -19% | -$2.38M | 7.22% | 7 |
|
|
2018
Q3 | $14.4M | Buy |
753,784
+18,296
| +2% | +$349K | 9.95% | 5 |
|
|
2018
Q2 | $13.5M | Buy |
735,488
+19,868
| +3% | +$359K | 9.94% | 5 |
|
|
2018
Q1 | $12.4M | Buy |
715,620
+21,540
| +3% | +$380K | 9.56% | 7 |
|
|
2017
Q4 | $12.1M | Buy |
+694,080
| New | +$11.9M | 9.37% | 7 |
|
Other funds holding SCHA
AA
Mokosak Advisory Group's SCHA Position: Q1 2026 in Review
Mokosak Advisory Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.7% in Q1 2026, selling an estimated $627K and leaving 1,196,865 shares worth $34.8M. The position accounts for 8.71% of the portfolio, ranked #4.
Mokosak Advisory Group first reported a position in SCHA in Q4 2017 and has held it in 34 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.
- Mokosak Advisory Group held 1,196,865 shares of Schwab U.S Small- Cap ETF worth $34.8M as of Q1 2026.
- Mokosak Advisory Group sold 20,931 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $627K.
- Schwab U.S Small- Cap ETF made up 8.71% of Mokosak Advisory Group's portfolio in Q1 2026, its #4 holding.
- Mokosak Advisory Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and has held it in 34 quarters since.
- 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.
Based on Mokosak Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.