Mokosak Advisory Group, LLC Schwab Strategic Tr Intl Small Transaction History

Mokosak Advisory Group, LLC

$354 Million
Q2 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 10, 2020	SELL	$20.7 - $34.9 $5.76 Million - $9.72 Million	-278,370 Closed	0 $0
Q4 2019 Jan 21, 2020	BUY	$31.2 - $34.65 $172,317 - $191,371	5,523 Added 2.02%	278,370 $9.65 Million
Q3 2019 Oct 15, 2019	BUY	$31.72 - $32.37 $348,824 - $355,972	10,997 Added 4.2%	272,847 $8.67 Million
Q2 2019 Jul 17, 2019	BUY	N/A	1,327 Added 0.51%	261,850 $8.55 Million
Q1 2019 Apr 16, 2019	BUY	N/A	6,981 Added 2.75%	260,523 $8.4 Million
Q4 2018 Jan 18, 2019	SELL	N/A	-41,855 Reduced 14.17%	253,542 $7.38 Million
Q3 2018 Nov 09, 2018	BUY	N/A	3,661 Added 1.25%	295,397 $10.5 Million
Q2 2018 Jul 23, 2018	BUY	N/A	9,346 Added 3.31%	291,736 $10.5 Million
Q1 2018 May 09, 2018	BUY	N/A	4,188 Added 1.51%	282,390 $10.3 Million
Q4 2017 Feb 13, 2018	BUY	N/A	278,202	278,202 $10.2 Million

Others Institutions Holding SCHC

# of Institutions

477

Shares Held

45M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

3.42M
Shares

$148 Million
0.38% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

2.56M
Shares

$110 Million
0.05% of portfolio
Savant Capital, LLC

2.33M
Shares

$100 Million
0.65% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

1.79M
Shares

$77.4 Million
2.75% of portfolio
Tiaa, Fsb St. Louis, MO

1.68M
Shares

$72.4 Million
0.21% of portfolio

About SCHWAB STRATEGIC TR INTL SMALL

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