Mokosak Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History
Mokosak Advisory Group, LLC
- $354 Million
- Q2 2025
Shares
6 transactions
Others Institutions Holding SCHX
# of Institutions
1,537Shares Held
1.13BCall Options Held
53.9KPut Options Held
5.4K-
Us Bancorp \De\206MShares$5.14 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$2.06 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$865 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$834 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$777 Million9.64% of portfolio