MAG
Mokosak Advisory Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-195,518
| Closed | -$11.7M | – | 23 |
|
|
2018
Q4 | $11.7M | Sell |
195,518
-66,181
| -25% | -$3.95M | 9.05% | 3 |
|
|
2018
Q3 | $18.2M | Sell |
261,699
-4,829
| -2% | -$336K | 12.62% | 3 |
|
|
2018
Q2 | $17.3M | Buy |
266,528
+10,496
| +4% | +$682K | 12.73% | 2 |
|
|
2018
Q1 | $16.2M | Buy |
256,032
+118
| +0% | +$7.45K | 12.5% | 3 |
|
|
2017
Q4 | $16.3M | Buy |
+255,914
| New | +$16.3M | 12.64% | 3 |
|