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
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
Mokosak Advisory Group's SCHZ Position: Q1 2026 in Review
Mokosak Advisory Group increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 7.3% in Q1 2026, buying an estimated $1.96M and bringing the position to 1,235,661 shares worth $28.7M. The position accounts for 7.18% of the portfolio, ranked #7.
Mokosak Advisory Group first reported a position in SCHZ in Q4 2017 and has held it in 34 quarters since. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.
- Mokosak Advisory Group held 1,235,661 shares of Schwab US Aggregate Bond ETF worth $28.7M as of Q1 2026.
- Mokosak Advisory Group bought 83,583 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $1.96M.
- Schwab US Aggregate Bond ETF made up 7.18% of Mokosak Advisory Group's portfolio in Q1 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 34 quarters since.
- 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.
Based on Mokosak Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.