Mokosak Advisory Group, LLC SCHA Holdings History
Mokosak Advisory Group, LLC's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-06-30, Mokosak Advisory Group, LLC held 1.17 Mil shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $29.70 Mil. This investment constitutes 8.4% of their stock portfolio, and Mokosak Advisory Group, LLC now holds 0.17% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2018Q2. And since then Mokosak Advisory Group, LLC has made 26 purchases of SCHA, at an average price of $31.90, for a total of 1.28 Mil shares. In addition, there have been 3 sales at an average price of $37.19 for 104,812.00 shares. Based on historical transaction data and SCHA's current price of $26.38, Mokosak Advisory Group, LLC's estimated gain on his SCHA holdings is $-5.93 Mil, reflecting a -14.54% gain to date.
Mokosak Advisory Group, LLC SCHA ($26.38) Holding Chart
Mokosak Advisory Group, LLC SCHA ($26.38) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
