Mokosak Advisory Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

Mokosak Advisory Group, LLC

  • $303 Million
  • Q1 2024

A detailed history of Mokosak Advisory Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Mokosak Advisory Group, LLC holds 324,417 shares of SCHM stock, worth $25.2 Million. This represents 8.72% of its overall portfolio holdings.

Number of Shares
324,417
Previous 314,229 3.24%
Holding current value
$25.2 Million
Previous $23.7 Million 11.62%
% of portfolio
8.72%
Previous 8.49%

Shares

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

Apr 29, 2024
BUY
$72.89 - $81.43 $742,603 - $829,608
10,188 Added 3.24%
324,417 $26.4 Million
Q4 2023

Jan 31, 2024
BUY
$63.01 - $75.95 $464,761 - $560,207
7,376 Added 2.4%
314,229 $23.7 Million
Q3 2023

Oct 19, 2023
BUY
$66.75 - $73.98 $353,908 - $392,241
5,302 Added 1.76%
306,853 $20.8 Million
Q2 2023

Aug 02, 2023
BUY
$65.29 - $71.03 $673,923 - $733,171
10,322 Added 3.54%
301,551 $21.4 Million
Q1 2023

Apr 12, 2023
BUY
$64.24 - $73.9 $136,638 - $157,185
2,127 Added 0.74%
291,229 $19.8 Million
Q4 2022

Feb 02, 2023
BUY
$64.3 - $69.94 $534,590 - $581,481
8,314 Added 2.96%
289,102 $19 Million
Q3 2022

Nov 09, 2022
SELL
N/A
-887 Reduced 0.31%
280,788 $17 Million
Q2 2022

Aug 02, 2022
BUY
N/A
5,673 Added 2.06%
281,675 $17.7 Million
Q1 2022

May 05, 2022
BUY
N/A
6,348 Added 2.35%
276,002 $20.9 Million
Q4 2021

Feb 02, 2022
BUY
N/A
5,385 Added 2.04%
269,654 $21.7 Million
Q3 2021

Oct 21, 2021
BUY
N/A
9,386 Added 3.68%
264,269 $20.3 Million
Q2 2021

Jul 21, 2021
BUY
N/A
224 Added 0.09%
254,883 $20 Million
Q1 2021

Apr 14, 2021
SELL
N/A
-5,212 Reduced 2.01%
254,659 $19 Million
Q4 2020

Jan 28, 2021
BUY
N/A
6,545 Added 2.58%
259,871 $17.7 Million
Q3 2020

Oct 16, 2020
BUY
N/A
3,345 Added 1.34%
253,326 $14.1 Million
Q2 2020

Jul 10, 2020
BUY
N/A
5,498 Added 2.25%
249,981 $13.2 Million
Q1 2020

Apr 10, 2020
BUY
N/A
29,210 Added 13.57%
244,483 $10.3 Million
Q4 2019

Jan 21, 2020
BUY
N/A
7,809 Added 3.76%
215,273 $13 Million
Q3 2019

Oct 15, 2019
BUY
N/A
3,060 Added 1.5%
207,464 $11.7 Million
Q2 2019

Jul 17, 2019
SELL
N/A
-1,315 Reduced 0.64%
204,404 $11.7 Million
Q1 2019

Apr 16, 2019
BUY
N/A
4,181 Added 2.07%
205,719 $11.4 Million
Q4 2018

Jan 18, 2019
SELL
N/A
-48,233 Reduced 19.31%
201,538 $9.66 Million
Q3 2018

Nov 09, 2018
BUY
N/A
6,635 Added 2.73%
249,771 $14.5 Million
Q2 2018

Jul 23, 2018
BUY
N/A
7,538 Added 3.2%
243,136 $13.4 Million
Q1 2018

May 09, 2018
BUY
N/A
6,173 Added 2.69%
235,598 $12.5 Million
Q4 2017

Feb 13, 2018
BUY
N/A
229,425
229,425 $12.2 Million

Others Institutions Holding SCHM

# of Institutions
901
Shares Held
96M
Call Options Held
8K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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