Mokosak Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History
Mokosak Advisory Group, LLC
- $333 Million
- Q3 2024
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 927,645 shares of SCHV stock, worth $24.9 Million. This represents 22.36% of its overall portfolio holdings.
Number of Shares
927,645
Previous 884,548
4.87%
Holding current value
$24.9 Million
Previous $65.5 Million
13.78%
% of portfolio
22.36%
Previous 21.66%
Shares
28 transactions
Others Institutions Holding SCHV
# of Institutions
835Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$524 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$326 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$289 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$130 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$114 Million0.81% of portfolio