Mokosak Advisory Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Mokosak Advisory Group, LLC
- $333 Million
- Q4 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 1,029,564 shares of SCHM stock, worth $28.7 Million. This represents 8.56% of its overall portfolio holdings.
Number of Shares
1,029,564
Previous 342,341
200.74%
Holding current value
$28.7 Million
Previous $28.4 Million
0.3%
% of portfolio
8.56%
Previous 8.53%
Shares
29 transactions
Others Institutions Holding SCHM
# of Institutions
1,012Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.66 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$798 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$281 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$212 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$209 Million2.94% of portfolio