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 $25 Million. This represents 22.36% of its overall portfolio holdings.
Number of Shares
927,645
Previous 884,548
4.87%
Holding current value
$25 Million
Previous $65.5 Million
13.78%
% of portfolio
22.36%
Previous 21.66%
Shares
28 transactions
Others Institutions Holding SCHV
# of Institutions
810Shares Held
104MCall Options Held
3.2KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$503 Million3.08% of portfolio
-
Sei Investments CO Oaks, PA11.5MShares$310 Million1.23% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$290 Million11.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.46MShares$120 Million0.81% of portfolio
-
Envestnet Asset Management Inc4.02MShares$109 Million0.11% of portfolio