Mokosak Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History
Mokosak Advisory Group, LLC
- $324 Million
- Q1 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 2,865,572 shares of SCHV stock, worth $71.9 Million. This represents 23.52% of its overall portfolio holdings.
Number of Shares
2,865,572
Previous 2,796,842
2.46%
Holding current value
$71.9 Million
Previous $72.9 Million
4.46%
% of portfolio
23.52%
Previous 21.87%
Shares
30 transactions
Others Institutions Holding SCHV
# of Institutions
895Shares Held
328MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.39 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$976 Million1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$802 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$399 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$254 Million0.66% of portfolio