MAG
Mokosak Advisory Group’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-288,838
| Closed | -$9.71M | – | 25 |
|
|
2019
Q4 | $9.71M | Buy |
288,838
+2,246
| +0.8% | +$75.5K | 5.87% | 8 |
|
|
2019
Q3 | $9.13M | Buy |
286,592
+9,103
| +3% | +$290K | 6.03% | 8 |
|
|
2019
Q2 | $8.9M | Buy |
277,489
+873
| +0.3% | +$28K | 6.01% | 8 |
|
|
2019
Q1 | $8.67M | Buy |
276,616
+3,519
| +1% | +$110K | 6.04% | 8 |
|
|
2018
Q4 | $7.75M | Sell |
273,097
-45,896
| -14% | -$1.3M | 6.01% | 8 |
|
|
2018
Q3 | $10.7M | Buy |
318,993
+3,906
| +1% | +$131K | 7.41% | 8 |
|
|
2018
Q2 | $10.4M | Buy |
315,087
+11,295
| +4% | +$373K | 7.65% | 9 |
|
|
2018
Q1 | $10.3M | Buy |
303,792
+9,529
| +3% | +$322K | 7.94% | 9 |
|
|
2017
Q4 | $10M | Buy |
+294,263
| New | +$10M | 7.77% | 9 |
|