Mokosak Advisory Group, LLC Schwab Us Aggregate Bond ETF Transaction History

Mokosak Advisory Group, LLC

  • $382 Million
  • Q3 2025

A detailed history of Mokosak Advisory Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Mokosak Advisory Group, LLC holds 1,116,296 shares of SCHZ stock, worth $26.3 Million. This represents 6.85% of its overall portfolio holdings.

Number of Shares
1,116,296
Previous 1,082,876 3.09%
Holding current value
$26.3 Million
Previous $25.1 Million 4.51%
% of portfolio
6.85%
Previous 7.09%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$22.9 - $23.58 $765,318 - $788,043
33,420 Added 3.09%
1,116,296 $26.2 Million
Q2 2025

Jul 17, 2025
BUY
$22.68 - $23.28 $291,982 - $299,706
12,874 Added 1.2%
1,082,876 $25.1 Million
Q1 2025

Apr 22, 2025
BUY
$22.46 - $23.26 $1.54 Million - $1.59 Million
68,507 Added 6.84%
1,070,002 $24.8 Million
Q4 2024

Jan 24, 2025
BUY
$22.63 - $47.53 $11.6 Million - $24.4 Million
512,663 Added 104.88%
1,001,495 $22.7 Million
Q3 2024

Oct 16, 2024
BUY
$45.2 - $47.87 $528,162 - $559,360
11,685 Added 2.45%
488,832 $23.2 Million
Q2 2024

Jul 25, 2024
BUY
$44.66 - $45.99 $469,599 - $483,584
10,515 Added 2.25%
477,147 $21.7 Million
Q1 2024

Apr 29, 2024
BUY
$45.44 - $46.67 $1.83 Million - $1.88 Million
40,235 Added 9.44%
466,632 $21.5 Million
Q4 2023

Jan 31, 2024
BUY
$43.09 - $46.83 $640,145 - $695,706
14,856 Added 3.61%
426,397 $19.9 Million
Q3 2023

Oct 19, 2023
BUY
$44.14 - $46.33 $596,993 - $626,613
13,525 Added 3.4%
411,541 $18.2 Million
Q2 2023

Aug 02, 2023
BUY
$45.86 - $47.33 $468,230 - $483,239
10,210 Added 2.63%
398,016 $18.4 Million
Q1 2023

Apr 12, 2023
BUY
$45.33 - $47.44 $61,648 - $64,518
1,360 Added 0.35%
387,806 $18.2 Million
Q4 2022

Feb 02, 2023
BUY
$44.04 - $47.03 $5.33 Million - $5.69 Million
120,933 Added 45.55%
386,446 $17.6 Million
Q3 2022

Nov 09, 2022
SELL
$44.98 - $49.09 $4.93 Million - $5.38 Million
-109,517 Reduced 29.2%
265,513 $12 Million
Q2 2022

Aug 02, 2022
SELL
$46.62 - $50.36 $2.25 Million - $2.43 Million
-48,193 Reduced 11.39%
375,030 $18 Million
Q1 2022

May 05, 2022
BUY
$50.05 - $53.52 $1.46 Million - $1.57 Million
29,269 Added 7.43%
423,223 $21.4 Million
Q4 2021

Feb 02, 2022
BUY
$53.63 - $54.52 $976,655 - $992,863
18,211 Added 4.85%
393,954 $21.2 Million
Q3 2021

Oct 21, 2021
BUY
$54.26 - $55.17 $57,027 - $57,983
1,051 Added 0.28%
375,743 $20.4 Million
Q2 2021

Jul 21, 2021
BUY
$53.9 - $54.6 $783,328 - $793,501
14,533 Added 4.04%
374,692 $20.5 Million
Q1 2021

Apr 14, 2021
BUY
$53.75 - $55.97 $2.64 Million - $2.75 Million
49,110 Added 15.79%
360,159 $19.4 Million
Q4 2020

Jan 28, 2021
BUY
$55.56 - $56.23 $847,456 - $857,676
15,253 Added 5.16%
311,049 $17.4 Million
Q3 2020

Oct 16, 2020
BUY
$56.07 - $56.92 $364,679 - $370,207
6,504 Added 2.25%
295,796 $16.6 Million
Q2 2020

Jul 10, 2020
BUY
$54.35 - $56.24 $859,056 - $888,929
15,806 Added 5.78%
289,292 $16.3 Million
Q1 2020

Apr 10, 2020
BUY
$50.33 - $56.09 $2.22 Million - $2.47 Million
44,055 Added 19.2%
273,486 $14.9 Million
Q4 2019

Jan 21, 2020
BUY
$53.21 - $54.14 $710,087 - $722,498
13,345 Added 6.18%
229,431 $12.3 Million
Q3 2019

Oct 15, 2019
BUY
$53.15 - $53.86 $478,668 - $485,063
9,006 Added 4.35%
216,086 $11.6 Million
Q2 2019

Jul 17, 2019
BUY
N/A
2,209 Added 1.08%
207,080 $11 Million
Q1 2019

Apr 16, 2019
SELL
N/A
-4,871 Reduced 2.32%
204,871 $10.6 Million
Q4 2018

Jan 18, 2019
SELL
N/A
-66,442 Reduced 24.06%
209,742 $10.6 Million
Q3 2018

Nov 09, 2018
BUY
N/A
6,359 Added 2.36%
276,184 $13.9 Million
Q2 2018

Jul 23, 2018
BUY
N/A
7,242 Added 2.76%
269,825 $13.7 Million
Q1 2018

May 09, 2018
BUY
N/A
2,869 Added 1.1%
262,583 $13.4 Million
Q4 2017

Feb 13, 2018
BUY
N/A
259,714
259,714 $13.5 Million

Others Institutions Holding SCHZ

# of Institutions
712
Shares Held
171M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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