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Mokosak Advisory Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Mokosak Advisory Group’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$34.7M Buy
1,190,628
+12,667
+1% +$394K 8.68% 5
2025
Q4 		$38.4M Buy
1,177,961
+13,479
+1% +$438K 9.64% 3
2025
Q3 		$37.2M Sell
1,164,482
-659
-0.1% -$20.1K 9.72% 3
2025
Q2 		$34M Buy
1,165,141
+22,663
+2% +$599K 9.62% 3
2025
Q1 		$28.6M Sell
1,142,478
-109,155
-9% -$2.99M 8.83% 3
2024
Q4 		$34.9M Sell
1,251,633
-20,887
-2% -$571K 10.46% 3
2024
Q3 		$33.1M Buy
1,272,520
+16,432
+1% +$414K 9.94% 3
2024
Q2 		$31.7M Sell
1,256,088
-13,784
-1% -$325K 10.47% 3
2024
Q1 		$29.4M Sell
1,269,872
-143,788
-10% -$3.18M 9.72% 3
2023
Q4 		$29.3M Sell
1,413,660
-19,152
-1% -$370K 10.52% 3
2023
Q3 		$26.1M Sell
1,432,812
-32,176
-2% -$606K 10.59% 3
2023
Q2 		$27.5M Sell
1,464,988
-27,760
-2% -$476K 10.85% 3
2023
Q1 		$24.3M Buy
1,492,748
+85,944
+6% +$1.3M 10.36% 3
2022
Q4 		$19.6M Buy
1,406,804
+33,320
+2% +$479K 8.75% 3
2022
Q3 		$19.2M Buy
1,373,484
+672
+0% +$10.5K 9.44% 3
2022
Q2 		$19.9M Sell
1,372,812
-853,736
-38% -$13.6M 9.5% 3
2022
Q1 		$41.6M Sell
2,226,548
-48,220
-2% -$879K 16.88% 2
2021
Q4 		$46.6M Sell
2,274,768
-7,664
-0.3% -$153K 17.86% 1
2021
Q3 		$42.3M Buy
2,282,432
+32,376
+1% +$617K 17.52% 1
2021
Q2 		$41.1M Buy
2,250,056
+13,536
+0.6% +$234K 17.25% 1
2021
Q1 		$36.3M Sell
2,236,520
-100,104
-4% -$1.63M 16.28% 2
2020
Q4 		$37.5M Buy
2,336,624
+45,952
+2% +$697K 17.93% 1
2020
Q3 		$33M Sell
2,290,672
-49,288
-2% -$687K 18.86% 1
2020
Q2 		$29.7M Sell
2,339,960
-25,032
-1% -$292K 18.14% 1
2020
Q1 		$23.5M Buy
2,364,992
+428,544
+22% +$4.89M 17.57% 1
2019
Q4 		$22.5M Buy
1,936,448
+63,824
+3% +$703K 13.6% 2
2019
Q3 		$19.7M Buy
1,872,624
+4,248
+0.2% +$44.8K 12.99% 2
2019
Q2 		$19.5M Sell
1,868,376
-7,304
-0.4% -$74.3K 13.14% 2
2019
Q1 		$18.6M Buy
1,875,680
+1,312,472
+233% +$12.4M 12.98% 2
2018
Q4 		$4.85M Buy
563,208
+451,024
+402% +$4.2M 3.76% 11
2018
Q3 		$1.15M Buy
+112,184
New +$1.12M 0.8% 10

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Mokosak Advisory Group's SCHG Position: Q1 2026 in Review

Mokosak Advisory Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.1% in Q1 2026, buying an estimated $394K and bringing the position to 1,190,628 shares worth $34.7M. The position accounts for 8.68% of the portfolio, ranked #5.

Mokosak Advisory Group first reported a position in SCHG in Q3 2018 and has held it in 31 quarters since. The position peaked at $46.6M in Q4 2021. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Mokosak Advisory Group held 1,190,628 shares of Schwab US Large-Cap Growth ETF worth $34.7M as of Q1 2026.
  • Mokosak Advisory Group bought 12,667 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $394K.
  • Schwab US Large-Cap Growth ETF made up 8.68% of Mokosak Advisory Group's portfolio in Q1 2026, its #5 holding.
  • Mokosak Advisory Group first reported a position in Schwab US Large-Cap Growth ETF in Q3 2018 and has held it in 31 quarters since.
  • Mokosak Advisory Group's Schwab US Large-Cap Growth ETF position peaked at $46.6M in Q4 2021.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Mokosak Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.