Mokosak Advisory Group, LLC Schwab Strategic Tr Us Small C Transaction History

Mokosak Advisory Group, LLC

  • $303 Million
  • Q1 2024

A detailed history of Mokosak Advisory Group, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Mokosak Advisory Group, LLC holds 522,388 shares of SCHA stock, worth $24.7 Million. This represents 8.49% of its overall portfolio holdings.

Number of Shares
522,388
Previous 509,910 2.45%
Holding current value
$24.7 Million
Previous $24.1 Million 6.78%
% of portfolio
8.49%
Previous 8.64%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
BUY
$44.84 - $49.24 $559,513 - $614,416
12,478 Added 2.45%
522,388 $25.7 Million
Q4 2023

Jan 31, 2024
BUY
$38.13 - $48.02 $491,305 - $618,737
12,885 Added 2.59%
509,910 $24.1 Million
Q3 2023

Oct 19, 2023
BUY
$40.85 - $46.1 $374,676 - $422,829
9,172 Added 1.88%
497,025 $20.6 Million
Q2 2023

Aug 02, 2023
BUY
$39.91 - $43.82 $690,562 - $758,217
17,303 Added 3.68%
487,853 $21.4 Million
Q1 2023

Apr 12, 2023
BUY
$39.82 - $46.36 $154,342 - $179,691
3,876 Added 0.83%
470,550 $19.7 Million
Q4 2022

Feb 02, 2023
BUY
$39.61 - $43.54 $458,327 - $503,801
11,571 Added 2.54%
466,674 $18.9 Million
Q3 2022

Nov 09, 2022
SELL
N/A
-3,524 Reduced 0.77%
455,103 $17.2 Million
Q2 2022

Aug 02, 2022
BUY
N/A
25,695 Added 5.94%
458,627 $17.9 Million
Q1 2022

May 05, 2022
BUY
N/A
226,968 Added 110.2%
432,932 $20.5 Million
Q4 2021

Feb 02, 2022
BUY
N/A
5,496 Added 2.74%
205,964 $21.1 Million
Q3 2021

Oct 21, 2021
BUY
N/A
7,852 Added 4.08%
200,468 $20.1 Million
Q2 2021

Jul 21, 2021
BUY
N/A
170 Added 0.09%
192,616 $20.1 Million
Q1 2021

Apr 14, 2021
SELL
N/A
-15,461 Reduced 7.44%
192,446 $19.2 Million
Q4 2020

Jan 28, 2021
BUY
N/A
2,781 Added 1.36%
207,907 $18.5 Million
Q3 2020

Oct 16, 2020
BUY
N/A
2,375 Added 1.17%
205,126 $14 Million
Q2 2020

Jul 10, 2020
BUY
N/A
4,575 Added 2.31%
202,751 $13.3 Million
Q1 2020

Apr 10, 2020
BUY
N/A
29,421 Added 17.43%
198,176 $10.2 Million
Q4 2019

Jan 21, 2020
BUY
N/A
6,697 Added 4.13%
168,755 $12.8 Million
Q3 2019

Oct 15, 2019
BUY
N/A
3,117 Added 1.96%
162,058 $11.3 Million
Q2 2019

Jul 17, 2019
BUY
N/A
1,004 Added 0.64%
158,941 $11.4 Million
Q1 2019

Apr 16, 2019
BUY
N/A
4,674 Added 3.05%
157,937 $11.1 Million
Q4 2018

Jan 18, 2019
SELL
N/A
-35,183 Reduced 18.67%
153,263 $9.31 Million
Q3 2018

Nov 09, 2018
BUY
N/A
4,574 Added 2.49%
188,446 $14.4 Million
Q2 2018

Jul 23, 2018
BUY
N/A
4,967 Added 2.78%
183,872 $13.5 Million
Q1 2018

May 09, 2018
BUY
N/A
5,385 Added 3.1%
178,905 $12.4 Million
Q4 2017

Feb 13, 2018
BUY
N/A
173,520
173,520 $12.1 Million

Others Institutions Holding SCHA

# of Institutions
1,104
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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