Mokosak Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History

Mokosak Advisory Group, LLC

  • $382 Million
  • Q3 2025

A detailed history of Mokosak Advisory Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mokosak Advisory Group, LLC holds 2,948,293 shares of SCHV stock, worth $85.5 Million. This represents 22.45% of its overall portfolio holdings.

Number of Shares
2,948,293
Previous 2,911,430 1.27%
Holding current value
$85.5 Million
Previous $80.6 Million 6.54%
% of portfolio
22.45%
Previous 22.79%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$27.61 - $29.15 $1.02 Million - $1.07 Million
36,863 Added 1.27%
2,948,293 $85.8 Million
Q2 2025

Jul 17, 2025
BUY
$23.55 - $27.67 $1.08 Million - $1.27 Million
45,858 Added 1.6%
2,911,430 $80.6 Million
Q1 2025

Apr 22, 2025
BUY
$25.77 - $27.6 $1.77 Million - $1.9 Million
68,730 Added 2.46%
2,865,572 $76.2 Million
Q4 2024

Jan 24, 2025
BUY
$25.79 - $80.4 $48.2 Million - $150 Million
1,869,197 Added 201.5%
2,796,842 $72.9 Million
Q3 2024

Oct 16, 2024
BUY
$73.43 - $80.37 $3.16 Million - $3.46 Million
43,097 Added 4.87%
927,645 $74.6 Million
Q2 2024

Jul 25, 2024
BUY
$71.74 - $75.86 $474,273 - $501,510
6,611 Added 0.75%
884,548 $65.5 Million
Q1 2024

Apr 29, 2024
BUY
$68.82 - $75.98 $3.8 Million - $4.2 Million
55,263 Added 6.72%
877,937 $66.7 Million
Q4 2023

Jan 31, 2024
BUY
$61.16 - $70.24 $1.43 Million - $1.64 Million
23,321 Added 2.92%
822,674 $57.7 Million
Q3 2023

Oct 19, 2023
BUY
$64.45 - $69.39 $1.51 Million - $1.62 Million
23,408 Added 3.02%
799,353 $51.5 Million
Q2 2023

Aug 02, 2023
BUY
$63.33 - $67.21 $2.05 Million - $2.18 Million
32,441 Added 4.36%
775,945 $52.1 Million
Q1 2023

Apr 12, 2023
SELL
$62.59 - $69.3 $904,550 - $1 Million
-14,452 Reduced 1.91%
743,504 $48.8 Million
Q4 2022

Feb 02, 2023
BUY
$59.13 - $69.24 $1.14 Million - $1.34 Million
19,355 Added 2.62%
757,956 $50 Million
Q3 2022

Nov 09, 2022
BUY
$58.51 - $69.02 $63,834 - $75,300
1,091 Added 0.15%
738,601 $43.2 Million
Q2 2022

Aug 02, 2022
BUY
$60.93 - $72.3 $13.2 Million - $15.6 Million
216,096 Added 41.44%
737,510 $46 Million
Q1 2022

May 05, 2022
SELL
$67.71 - $74.19 $1.1 Million - $1.21 Million
-16,248 Reduced 3.02%
521,414 $37.2 Million
Q4 2021

Feb 02, 2022
BUY
$67.9 - $73.3 $583,872 - $630,306
8,599 Added 1.63%
537,662 $39.4 Million
Q3 2021

Oct 21, 2021
BUY
$66.91 - $71.05 $1.17 Million - $1.24 Million
17,458 Added 3.41%
529,063 $35.7 Million
Q2 2021

Jul 21, 2021
SELL
$65.81 - $69.75 $157,220 - $166,632
-2,389 Reduced 0.46%
511,605 $35 Million
Q1 2021

Apr 14, 2021
BUY
$58.71 - $65.66 $1.86 Million - $2.08 Million
31,634 Added 6.56%
513,994 $33.6 Million
Q4 2020

Jan 28, 2021
BUY
$50.83 - $59.53 $1.26 Million - $1.48 Million
24,783 Added 5.42%
482,360 $28.7 Million
Q3 2020

Oct 16, 2020
BUY
$49.44 - $54.86 $710,996 - $788,941
14,381 Added 3.24%
457,577 $23.9 Million
Q2 2020

Jul 10, 2020
BUY
$42.21 - $55.29 $562,279 - $736,518
13,321 Added 3.1%
443,196 $22.2 Million
Q1 2020

Apr 10, 2020
BUY
$38.4 - $61.03 $5.29 Million - $8.41 Million
137,759 Added 47.16%
429,875 $19 Million
Q4 2019

Jan 21, 2020
BUY
$54.73 - $60.25 $921,324 - $1.01 Million
16,834 Added 6.12%
292,116 $17.5 Million
Q3 2019

Oct 15, 2019
BUY
$56.56 - $57.5 $208,989 - $212,462
3,695 Added 1.36%
275,282 $15.6 Million
Q2 2019

Jul 17, 2019
SELL
N/A
-781 Reduced 0.29%
271,587 $15.2 Million
Q1 2019

Apr 16, 2019
BUY
N/A
5,533 Added 2.07%
272,368 $14.9 Million
Q4 2018

Jan 18, 2019
SELL
N/A
-63,128 Reduced 19.13%
266,835 $13.2 Million
Q3 2018

Nov 09, 2018
BUY
N/A
11,099 Added 3.48%
329,963 $18.5 Million
Q2 2018

Jul 23, 2018
BUY
N/A
12,241 Added 3.99%
318,864 $16.9 Million
Q1 2018

May 09, 2018
BUY
N/A
7,582 Added 2.54%
306,623 $16.2 Million
Q4 2017

Feb 13, 2018
BUY
N/A
299,041
299,041 $16.4 Million

Others Institutions Holding SCHV

# of Institutions
975
Shares Held
359M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Mokosak Advisory Group, LLC Portfolio

Follow Mokosak Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mokosak Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mokosak Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email