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

Mokosak Advisory Group, LLC

$354 Million
Q2 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 2,911,430 shares of SCHV stock, worth $82.7 Million. This represents 22.79% of its overall portfolio holdings.

Number of Shares

2,911,430

Previous 2,865,572 1.6%

Holding current value

$82.7 Million

Previous $76.2 Million 5.77%

% of portfolio

22.79%

Previous 23.52%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

943

Shares Held

337M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

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.

Account

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