Mokosak Advisory Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $30M | Buy |
1,297,292
+61,631
| +5% | +$1.43M | 6.5% | 7 |
|
|
2026
Q1 | $28.7M | Buy |
1,235,661
+83,583
| +7% | +$1.96M | 7.18% | 7 |
|
|
2025
Q4 | $26.9M | Buy |
1,152,078
+35,782
| +3% | +$840K | 6.76% | 7 |
|
|
2025
Q3 | $26.2M | Buy |
1,116,296
+33,420
| +3% | +$776K | 6.85% | 7 |
|
|
2025
Q2 | $25.2M | Buy |
1,082,876
+12,874
| +1% | +$295K | 7.12% | 7 |
|
|
2025
Q1 | $24.8M | Buy |
1,070,002
+68,507
| +7% | +$1.57M | 7.65% | 6 |
|
|
2024
Q4 | $22.7M | Buy |
1,001,495
+23,831
| +2% | +$551K | 6.82% | 7 |
|
|
2024
Q3 | $23.2M | Buy |
977,664
+23,370
| +2% | +$547K | 6.97% | 7 |
|
|
2024
Q2 | $21.7M | Buy |
954,294
+21,030
| +2% | +$477K | 7.19% | 7 |
|
|
2024
Q1 | $21.5M | Buy |
933,264
+80,470
| +9% | +$1.85M | 7.09% | 7 |
|
|
2023
Q4 | $19.9M | Buy |
852,794
+29,712
| +4% | +$665K | 7.13% | 7 |
|
|
2023
Q3 | $18.2M | Buy |
823,082
+27,050
| +3% | +$613K | 7.4% | 7 |
|
|
2023
Q2 | $18.4M | Buy |
796,032
+20,420
| +3% | +$475K | 7.26% | 7 |
|
|
2023
Q1 | $18.2M | Buy |
775,612
+2,720
| +0.4% | +$63.3K | 7.75% | 7 |
|
|
2022
Q4 | $17.7M | Buy |
772,892
+241,866
| +46% | +$5.51M | 7.9% | 6 |
|
|
2022
Q3 | $12M | Sell |
531,026
-219,034
| -29% | -$5.21M | 5.92% | 8 |
|
|
2022
Q2 | $18M | Sell |
750,060
-96,386
| -11% | -$2.33M | 8.57% | 4 |
|
|
2022
Q1 | $21.4M | Buy |
846,446
+58,538
| +7% | +$1.52M | 8.68% | 4 |
|
|
2021
Q4 | $21.2M | Buy |
787,908
+36,422
| +5% | +$985K | 8.14% | 5 |
|
|
2021
Q3 | $20.4M | Buy |
751,486
+2,102
| +0.3% | +$57.6K | 8.45% | 4 |
|
|
2021
Q2 | $20.5M | Buy |
749,384
+29,066
| +4% | +$789K | 8.6% | 4 |
|
|
2021
Q1 | $19.4M | Buy |
720,318
+98,220
| +16% | +$2.7M | 8.71% | 4 |
|
|
2020
Q4 | $17.4M | Buy |
622,098
+30,506
| +5% | +$853K | 8.32% | 6 |
|
|
2020
Q3 | $16.6M | Buy |
591,592
+13,008
| +2% | +$367K | 9.48% | 4 |
|
|
2020
Q2 | $16.3M | Buy |
578,584
+31,612
| +6% | +$880K | 9.93% | 4 |
|
|
2020
Q1 | $14.8M | Buy |
546,972
+88,110
| +19% | +$2.38M | 11.08% | 4 |
|
|
2019
Q4 | $12.3M | Buy |
458,862
+26,690
| +6% | +$715K | 7.41% | 7 |
|
|
2019
Q3 | $11.6M | Buy |
432,172
+18,012
| +4% | +$482K | 7.69% | 6 |
|
|
2019
Q2 | $11M | Buy |
414,160
+4,418
| +1% | +$115K | 7.41% | 7 |
|
|
2019
Q1 | $10.6M | Sell |
409,742
-9,742
| -2% | -$249K | 7.4% | 7 |
|
|
2018
Q4 | $10.6M | Sell |
419,484
-132,884
| -24% | -$3.32M | 8.23% | 4 |
|
|
2018
Q3 | $13.9M | Buy |
552,368
+12,718
| +2% | +$321K | 9.62% | 6 |
|
|
2018
Q2 | $13.7M | Buy |
539,650
+14,484
| +3% | +$366K | 10.03% | 4 |
|
|
2018
Q1 | $13.4M | Buy |
525,166
+5,738
| +1% | +$147K | 10.37% | 4 |
|
|
2017
Q4 | $13.5M | Buy |
+519,428
| New | +$13.6M | 10.46% | 5 |
|
Other funds holding SCHZ
RIM
APP
CST
KBFS
RA
Mokosak Advisory Group's SCHZ Position: Q2 2026 in Review
Mokosak Advisory Group increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 5% in Q2 2026, buying an estimated $1.43M and bringing the position to 1,297,292 shares worth $30M. The position accounts for 6.5% of the portfolio, ranked #7.
Mokosak Advisory Group first reported a position in SCHZ in Q4 2017 and has held it in 35 quarters since. 671 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.
- Mokosak Advisory Group held 1,297,292 shares of Schwab US Aggregate Bond ETF worth $30M as of Q2 2026.
- Mokosak Advisory Group bought 61,631 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $1.43M.
- Schwab US Aggregate Bond ETF made up 6.5% of Mokosak Advisory Group's portfolio in Q2 2026, its #7 holding.
- Mokosak Advisory Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2017 and has held it in 35 quarters since.
- 671 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.
Based on Mokosak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.