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

Mokosak Advisory Group, LLC

  • $303 Million
  • Q1 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 877,937 shares of SCHV stock, worth $64.9 Million. This represents 22.02% of its overall portfolio holdings.

Number of Shares
877,937
Previous 822,674 6.72%
Holding current value
$64.9 Million
Previous $57.7 Million 15.67%
% of portfolio
22.02%
Previous 20.69%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$64.27 - $69.24 $1.24 Million - $1.34 Million
19,355 Added 2.62%
757,956 $50 Million
Q3 2022

Nov 09, 2022
BUY
N/A
1,091 Added 0.15%
738,601 $43.2 Million
Q2 2022

Aug 02, 2022
BUY
N/A
216,096 Added 41.44%
737,510 $46 Million
Q1 2022

May 05, 2022
SELL
N/A
-16,248 Reduced 3.02%
521,414 $37.2 Million
Q4 2021

Feb 02, 2022
BUY
N/A
8,599 Added 1.63%
537,662 $39.4 Million
Q3 2021

Oct 21, 2021
BUY
N/A
17,458 Added 3.41%
529,063 $35.7 Million
Q2 2021

Jul 21, 2021
SELL
N/A
-2,389 Reduced 0.46%
511,605 $35 Million
Q1 2021

Apr 14, 2021
BUY
N/A
31,634 Added 6.56%
513,994 $33.6 Million
Q4 2020

Jan 28, 2021
BUY
N/A
24,783 Added 5.42%
482,360 $28.7 Million
Q3 2020

Oct 16, 2020
BUY
N/A
14,381 Added 3.24%
457,577 $23.9 Million
Q2 2020

Jul 10, 2020
BUY
N/A
13,321 Added 3.1%
443,196 $22.2 Million
Q1 2020

Apr 10, 2020
BUY
N/A
137,759 Added 47.16%
429,875 $19 Million
Q4 2019

Jan 21, 2020
BUY
N/A
16,834 Added 6.12%
292,116 $17.5 Million
Q3 2019

Oct 15, 2019
BUY
N/A
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
787
Shares Held
102M
Call Options Held
9.1K
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
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