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

Mokosak Advisory Group’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,173,108
Closed -$11.7M – 23
2018
Q4 		$11.7M Sell
1,173,108
-397,086
-25% -$4.26M 9.05% 3
2018
Q3 		$18.2M Sell
1,570,194
-28,974
-2% -$329K 12.62% 3
2018
Q2 		$17.3M Buy
1,599,168
+62,976
+4% +$679K 12.73% 2
2018
Q1 		$16.2M Buy
1,536,192
+708
+0% +$7.7K 12.5% 3
2017
Q4 		$16.3M Buy
+1,535,484
New +$15.9M 12.64% 3

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Mokosak Advisory Group's SCHX Position: Q1 2019 in Review

Mokosak Advisory Group sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2019, closing a stake of 1,173,108 shares — an estimated $11.7M sold.

Mokosak Advisory Group first reported a position in SCHX in Q4 2017 and held it in 5 quarters. The position peaked at $18.2M in Q3 2018. 599 funds tracked by Wall St. Rank hold SCHX as of Q1 2019.

  • Mokosak Advisory Group reported no remaining Schwab US Large- Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Mokosak Advisory Group sold 1,173,108 Schwab US Large- Cap ETF shares in Q1 2019, an estimated $11.7M.
  • Mokosak Advisory Group first reported a position in Schwab US Large- Cap ETF in Q4 2017 and held it in 5 quarters.
  • Mokosak Advisory Group's Schwab US Large- Cap ETF position peaked at $18.2M in Q3 2018.
  • 599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2019.

Based on Mokosak Advisory Group's 13F filing for Q1 2019, filed 16 Apr 2019.