Schwab U S Small Cap ETF shares owned by Mokosak Advisory Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Mokosak Advisory Group
from 13F filings
Historical chart of Mokosak Advisory Group investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Mokosak Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $33M | 1.2M | 27.90 |
| 2025-06-30 | $30M | 1.2M | 25.30 |
| 2025-03-31 | $27M | 1.1M | 23.43 |
| 2024-12-31 | $29M | 1.1M | 25.86 |
| 2024-09-30 | $29M | 554k | 51.50 |
| 2024-06-30 | $25M | 530k | 47.45 |
| 2024-03-31 | $26M | 522k | 49.24 |
| 2023-12-31 | $24M | 510k | 47.24 |
| 2023-09-30 | $21M | 497k | 41.42 |
| 2023-06-30 | $21M | 488k | 43.80 |
| 2023-03-31 | $20M | 471k | 41.93 |
| 2022-12-31 | $19M | 467k | 40.55 |
| 2022-09-30 | $17M | 455k | 37.76 |
| 2022-06-30 | $18M | 459k | 38.98 |
| 2022-03-31 | $21M | 433k | 47.36 |
| 2021-12-31 | $21M | 206k | 102.41 |
| 2021-09-30 | $20M | 201k | 100.10 |
| 2021-06-30 | $20M | 193k | 104.20 |
| 2021-03-31 | $19M | 192k | 99.71 |
| 2020-12-31 | $19M | 208k | 88.96 |
| 2020-09-30 | $14M | 205k | 68.30 |
| 2020-06-30 | $13M | 203k | 65.37 |
| 2020-03-31 | $10M | 198k | 51.46 |
| 2019-12-31 | $13M | 169k | 75.72 |
| 2019-09-30 | $11M | 162k | 69.73 |
| 2019-06-30 | $11M | 159k | 71.52 |
| 2019-03-31 | $11M | 158k | 69.96 |
| 2018-12-31 | $9.3M | 153k | 60.73 |
| 2018-09-30 | $14M | 188k | 76.20 |
| 2018-06-30 | $14M | 184k | 73.63 |
| 2018-03-31 | $12M | 179k | 69.06 |
| 2017-12-31 | $12M | 174k | 69.74 |