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

Mokosak Advisory Group, LLC

  • $382 Million
  • Q3 2025

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 1,187,656 shares of SCHA stock, worth $33.1 Million. This represents 8.67% of its overall portfolio holdings.

Number of Shares
1,187,656
Previous 1,173,734 1.19%
Holding current value
$33.1 Million
Previous $29.7 Million 11.58%
% of portfolio
8.67%
Previous 8.4%

Shares

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

Oct 20, 2025
BUY
$25.29 - $28.33 $352,087 - $394,410
13,922 Added 1.19%
1,187,656 $33.1 Million
Q2 2025

Jul 17, 2025
BUY
$20.42 - $25.3 $801,321 - $992,822
39,242 Added 3.46%
1,173,734 $29.7 Million
Q1 2025

Apr 22, 2025
BUY
$23.16 - $27.04 $555,122 - $648,121
23,969 Added 2.16%
1,134,492 $26.6 Million
Q4 2024

Jan 24, 2025
BUY
$25.33 - $51.16 $14.1 Million - $28.5 Million
556,602 Added 100.48%
1,110,523 $28.7 Million
Q3 2024

Oct 16, 2024
BUY
$46.9 - $51.96 $1.12 Million - $1.24 Million
23,889 Added 4.51%
553,921 $28.5 Million
Q2 2024

Jul 25, 2024
BUY
$45.24 - $49.04 $345,814 - $374,861
7,644 Added 1.46%
530,032 $25.2 Million
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
$38.25 - $43.54 $442,590 - $503,801
11,571 Added 2.54%
466,674 $18.9 Million
Q3 2022

Nov 09, 2022
SELL
$37.65 - $45.9 $132,678 - $161,751
-3,524 Reduced 0.77%
455,103 $17.2 Million
Q2 2022

Aug 02, 2022
BUY
$37.88 - $48.01 $973,326 - $1.23 Million
25,695 Added 5.94%
458,627 $17.9 Million
Q1 2022

May 05, 2022
BUY
$44.42 - $51.73 $10.1 Million - $11.7 Million
226,968 Added 110.2%
432,932 $20.5 Million
Q4 2021

Feb 02, 2022
BUY
$48.64 - $55.07 $267,325 - $302,664
5,496 Added 2.74%
205,964 $21.1 Million
Q3 2021

Oct 21, 2021
BUY
$48.3 - $52.49 $379,251 - $412,151
7,852 Added 4.08%
200,468 $20.1 Million
Q2 2021

Jul 21, 2021
BUY
$48.39 - $52.91 $8,226 - $8,994
170 Added 0.09%
192,616 $20.1 Million
Q1 2021

Apr 14, 2021
SELL
$43.89 - $52.63 $678,583 - $813,712
-15,461 Reduced 7.44%
192,446 $19.2 Million
Q4 2020

Jan 28, 2021
BUY
$34.66 - $45.17 $96,389 - $125,617
2,781 Added 1.36%
207,907 $18.5 Million
Q3 2020

Oct 16, 2020
BUY
$32.09 - $36.38 $76,213 - $86,402
2,375 Added 1.17%
205,126 $14 Million
Q2 2020

Jul 10, 2020
BUY
$23.59 - $35.22 $107,924 - $161,131
4,575 Added 2.31%
202,751 $13.3 Million
Q1 2020

Apr 10, 2020
BUY
$22.29 - $38.7 $655,794 - $1.14 Million
29,421 Added 17.43%
198,176 $10.2 Million
Q4 2019

Jan 21, 2020
BUY
$33.63 - $38.03 $225,220 - $254,686
6,697 Added 4.13%
168,755 $12.8 Million
Q3 2019

Oct 15, 2019
BUY
$34.78 - $36.12 $108,409 - $112,586
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
1,281
Shares Held
257M
Call Options Held
61.6K
Put Options Held
2.1K
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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