Mokosak Advisory Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $91.8M | Sell |
3,008,501
-39,960
| -1% | -$1.24M | 22.97% | 1 |
|
|
2025
Q4 | $90.3M | Buy |
3,048,461
+100,168
| +3% | +$2.93M | 22.65% | 1 |
|
|
2025
Q3 | $85.8M | Buy |
2,948,293
+36,863
| +1% | +$1.05M | 22.45% | 1 |
|
|
2025
Q2 | $80.6M | Buy |
2,911,430
+45,858
| +2% | +$1.21M | 22.78% | 1 |
|
|
2025
Q1 | $76.2M | Buy |
2,865,572
+68,730
| +2% | +$1.84M | 23.52% | 1 |
|
|
2024
Q4 | $72.9M | Buy |
2,796,842
+13,907
| +0.5% | +$375K | 21.86% | 1 |
|
|
2024
Q3 | $74.6M | Buy |
2,782,935
+129,291
| +5% | +$3.32M | 22.36% | 1 |
|
|
2024
Q2 | $65.5M | Buy |
2,653,644
+19,833
| +0.8% | +$490K | 21.66% | 1 |
|
|
2024
Q1 | $66.7M | Buy |
2,633,811
+165,789
| +7% | +$3.97M | 22.02% | 1 |
|
|
2023
Q4 | $57.7M | Buy |
2,468,022
+69,963
| +3% | +$1.53M | 20.68% | 1 |
|
|
2023
Q3 | $51.5M | Buy |
2,398,059
+70,224
| +3% | +$1.58M | 20.95% | 1 |
|
|
2023
Q2 | $52.1M | Buy |
2,327,835
+97,323
| +4% | +$2.12M | 20.58% | 1 |
|
|
2023
Q1 | $48.8M | Sell |
2,230,512
-43,356
| -2% | -$964K | 20.77% | 1 |
|
|
2022
Q4 | $50.1M | Buy |
2,273,868
+58,065
| +3% | +$1.26M | 22.4% | 1 |
|
|
2022
Q3 | $43.2M | Buy |
2,215,803
+3,273
| +0.1% | +$70.5K | 21.28% | 1 |
|
|
2022
Q2 | $46M | Buy |
2,212,530
+648,288
| +41% | +$14.6M | 21.97% | 1 |
|
|
2022
Q1 | $37.2M | Sell |
1,564,242
-48,744
| -3% | -$1.15M | 15.09% | 3 |
|
|
2021
Q4 | $39.4M | Buy |
1,612,986
+25,797
| +2% | +$611K | 15.1% | 3 |
|
|
2021
Q3 | $35.7M | Buy |
1,587,189
+52,374
| +3% | +$1.21M | 14.8% | 3 |
|
|
2021
Q2 | $35M | Sell |
1,534,815
-7,167
| -0.5% | -$163K | 14.69% | 3 |
|
|
2021
Q1 | $33.6M | Buy |
1,541,982
+94,902
| +7% | +$1.98M | 15.05% | 3 |
|
|
2020
Q4 | $28.7M | Buy |
1,447,080
+74,349
| +5% | +$1.39M | 13.72% | 3 |
|
|
2020
Q3 | $23.9M | Buy |
1,372,731
+43,143
| +3% | +$755K | 13.64% | 3 |
|
|
2020
Q2 | $22.2M | Buy |
1,329,588
+39,963
| +3% | +$653K | 13.56% | 3 |
|
|
2020
Q1 | $19M | Buy |
1,289,625
+413,277
| +47% | +$7.58M | 14.21% | 3 |
|
|
2019
Q4 | $17.5M | Buy |
876,348
+50,502
| +6% | +$979K | 10.61% | 3 |
|
|
2019
Q3 | $15.6M | Buy |
825,846
+11,085
| +1% | +$207K | 10.31% | 3 |
|
|
2019
Q2 | $15.2M | Sell |
814,761
-2,343
| -0.3% | -$43.3K | 10.29% | 3 |
|
|
2019
Q1 | $14.9M | Buy |
817,104
+16,599
| +2% | +$295K | 10.38% | 3 |
|
|
2018
Q4 | $13.2M | Sell |
800,505
-189,384
| -19% | -$3.35M | 10.21% | 2 |
|
|
2018
Q3 | $18.5M | Buy |
989,889
+33,297
| +3% | +$617K | 12.82% | 2 |
|
|
2018
Q2 | $16.9M | Buy |
956,592
+36,723
| +4% | +$655K | 12.44% | 3 |
|
|
2018
Q1 | $16.2M | Buy |
919,869
+22,746
| +3% | +$417K | 12.54% | 2 |
|
|
2017
Q4 | $16.4M | Buy |
+897,123
| New | +$16M | 12.67% | 2 |
|
Other funds holding SCHV
MG
APP
VIA
MGIA
Mokosak Advisory Group's SCHV Position: Q1 2026 in Review
Mokosak Advisory Group reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.3% in Q1 2026, selling an estimated $1.24M and leaving 3,008,501 shares worth $91.8M. The position accounts for 22.97% of the portfolio, ranked #1.
Mokosak Advisory Group first reported a position in SCHV in Q4 2017 and has held it in 34 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.
- Mokosak Advisory Group held 3,008,501 shares of Schwab US Large-Cap Value ETF worth $91.8M as of Q1 2026.
- Mokosak Advisory Group sold 39,960 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $1.24M.
- Schwab US Large-Cap Value ETF made up 22.97% of Mokosak Advisory Group's portfolio in Q1 2026, its #1 holding.
- Mokosak Advisory Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and has held it in 34 quarters since.
- 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.
Based on Mokosak Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.