Mokosak Advisory Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Mokosak Advisory Group, LLC
- $382 Million
- Q3 2025
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 1,096,069 shares of SCHM stock, worth $32.3 Million. This represents 8.5% of its overall portfolio holdings.
Number of Shares
1,096,069
Previous 1,079,465
1.54%
Holding current value
$32.3 Million
Previous $30.3 Million
7.3%
% of portfolio
8.5%
Previous 8.56%
Shares
32 transactions
Others Institutions Holding SCHM
# of Institutions
1,039Shares Held
280MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$312 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio