Mokosak Advisory Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $35.2M | Sell |
1,135,511
-2,970
| -0.3% | -$94.6K | 8.8% | 3 |
|
|
2025
Q4 | $34.2M | Buy |
1,138,481
+42,412
| +4% | +$1.26M | 8.59% | 5 |
|
|
2025
Q3 | $32.5M | Buy |
1,096,069
+16,604
| +2% | +$483K | 8.5% | 5 |
|
|
2025
Q2 | $30.3M | Buy |
1,079,465
+28,466
| +3% | +$751K | 8.56% | 4 |
|
|
2025
Q1 | $27.5M | Buy |
1,050,999
+21,435
| +2% | +$597K | 8.5% | 4 |
|
|
2024
Q4 | $28.5M | Buy |
1,029,564
+2,541
| +0.2% | +$72.4K | 8.56% | 5 |
|
|
2024
Q3 | $28.4M | Buy |
1,027,023
+48,762
| +5% | +$1.3M | 8.53% | 5 |
|
|
2024
Q2 | $25.4M | Buy |
978,261
+5,010
| +0.5% | +$131K | 8.39% | 4 |
|
|
2024
Q1 | $26.4M | Buy |
973,251
+30,564
| +3% | +$780K | 8.72% | 4 |
|
|
2023
Q4 | $23.7M | Buy |
942,687
+22,128
| +2% | +$507K | 8.49% | 5 |
|
|
2023
Q3 | $20.8M | Buy |
920,559
+15,906
| +2% | +$377K | 8.45% | 4 |
|
|
2023
Q2 | $21.4M | Buy |
904,653
+30,966
| +4% | +$698K | 8.47% | 5 |
|
|
2023
Q1 | $19.8M | Buy |
873,687
+6,381
| +0.7% | +$147K | 8.42% | 4 |
|
|
2022
Q4 | $19M | Buy |
867,306
+24,942
| +3% | +$547K | 8.5% | 4 |
|
|
2022
Q3 | $17M | Sell |
842,364
-2,661
| -0.3% | -$59.4K | 8.37% | 5 |
|
|
2022
Q2 | $17.7M | Buy |
845,025
+17,019
| +2% | +$393K | 8.43% | 6 |
|
|
2022
Q1 | $20.9M | Buy |
828,006
+19,044
| +2% | +$477K | 8.49% | 5 |
|
|
2021
Q4 | $21.7M | Buy |
808,962
+16,155
| +2% | +$431K | 8.32% | 4 |
|
|
2021
Q3 | $20.3M | Buy |
792,807
+28,158
| +4% | +$736K | 8.4% | 5 |
|
|
2021
Q2 | $20M | Buy |
764,649
+672
| +0.1% | +$17.4K | 8.38% | 6 |
|
|
2021
Q1 | $19M | Sell |
763,977
-15,636
| -2% | -$379K | 8.5% | 6 |
|
|
2020
Q4 | $17.7M | Buy |
779,613
+19,635
| +3% | +$409K | 8.46% | 5 |
|
|
2020
Q3 | $14.1M | Buy |
759,978
+10,035
| +1% | +$186K | 8.04% | 6 |
|
|
2020
Q2 | $13.2M | Buy |
749,943
+16,494
| +2% | +$269K | 8.04% | 7 |
|
|
2020
Q1 | $10.3M | Buy |
733,449
+87,630
| +14% | +$1.6M | 7.69% | 6 |
|
|
2019
Q4 | $13M | Buy |
645,819
+23,427
| +4% | +$454K | 7.84% | 4 |
|
|
2019
Q3 | $11.7M | Buy |
622,392
+9,180
| +1% | +$173K | 7.75% | 5 |
|
|
2019
Q2 | $11.7M | Sell |
613,212
-3,945
| -0.6% | -$73.8K | 7.88% | 4 |
|
|
2019
Q1 | $11.4M | Buy |
617,157
+12,543
| +2% | +$224K | 7.94% | 4 |
|
|
2018
Q4 | $9.66M | Sell |
604,614
-144,699
| -19% | -$2.53M | 7.49% | 6 |
|
|
2018
Q3 | $14.5M | Buy |
749,313
+19,905
| +3% | +$379K | 10.02% | 4 |
|
|
2018
Q2 | $13.4M | Buy |
729,408
+22,614
| +3% | +$409K | 9.82% | 7 |
|
|
2018
Q1 | $12.5M | Buy |
706,794
+18,519
| +3% | +$333K | 9.64% | 6 |
|
|
2017
Q4 | $12.2M | Buy |
+688,275
| New | +$11.9M | 9.47% | 6 |
|
Other funds holding SCHM
MGIA
AA
LWMT
Mokosak Advisory Group's SCHM Position: Q1 2026 in Review
Mokosak Advisory Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.26% in Q1 2026, selling an estimated $94.6K and leaving 1,135,511 shares worth $35.2M. The position accounts for 8.8% of the portfolio, ranked #3.
Mokosak Advisory Group first reported a position in SCHM in Q4 2017 and has held it in 34 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.
- Mokosak Advisory Group held 1,135,511 shares of Schwab US Mid-Cap ETF worth $35.2M as of Q1 2026.
- Mokosak Advisory Group sold 2,970 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $94.6K.
- Schwab US Mid-Cap ETF made up 8.8% of Mokosak Advisory Group's portfolio in Q1 2026, its #3 holding.
- Mokosak Advisory Group first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.
Based on Mokosak Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.