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

Mokosak Advisory Group, LLC

$333 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 10, 2020	SELL	$22.3 - $34.12 $6.44 Million - $9.86 Million	-288,838 Closed	0 $0
Q4 2019 Jan 21, 2020	BUY	$30.95 - $33.72 $69,513 - $75,735	2,246 Added 0.78%	288,838 $9.71 Million
Q3 2019 Oct 15, 2019	BUY	$31.56 - $32.18 $287,290 - $292,934	9,103 Added 3.28%	286,592 $9.13 Million
Q2 2019 Jul 17, 2019	BUY	N/A	873 Added 0.32%	277,489 $8.9 Million
Q1 2019 Apr 16, 2019	BUY	N/A	3,519 Added 1.29%	276,616 $8.67 Million
Q4 2018 Jan 18, 2019	SELL	N/A	-45,896 Reduced 14.39%	273,097 $7.75 Million
Q3 2018 Nov 09, 2018	BUY	N/A	3,906 Added 1.24%	318,993 $10.7 Million
Q2 2018 Jul 23, 2018	BUY	N/A	11,295 Added 3.72%	315,087 $10.4 Million
Q1 2018 May 09, 2018	BUY	N/A	9,529 Added 3.24%	303,792 $10.3 Million
Q4 2017 Feb 13, 2018	BUY	N/A	294,263	294,263 $10 Million

Others Institutions Holding SCHF

# of Institutions

1,271

Shares Held

774M

Call Options Held

80.7K

Put Options Held

8.3K

Northwestern Mutual Wealth Management CO

155M
Shares

$2.93 Billion
5.68% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

82.7M
Shares

$1.57 Billion
11.54% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

81.1M
Shares

$1.54 Billion
6.84% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$1.35 Billion
11.16% of portfolio
Wealthfront Advisers LLC

50.6M
Shares

$958 Million
6.47% of portfolio

About SCHWAB STRATEGIC TR INTL EQTY

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