Mokosak Advisory Group, LLC SCHM Holdings History
Mokosak Advisory Group, LLC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-06-30, Mokosak Advisory Group, LLC held 1.08 Mil shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $30.28 Mil. This investment constitutes 8.56% of their stock portfolio, and Mokosak Advisory Group, LLC now holds 0.26% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2018Q2. And since then Mokosak Advisory Group, LLC has made 25 purchases of SCHM, at an average price of $39.10, for a total of 1.14 Mil shares. In addition, there have been 4 sales at an average price of $54.46 for 55,647.00 shares. Based on historical transaction data and SCHM's current price of $29.06, Mokosak Advisory Group, LLC's estimated gain on his SCHM holdings is $-9.98 Mil, reflecting a -22.49% gain to date.
Mokosak Advisory Group, LLC SCHM ($29.06) Holding Chart
Mokosak Advisory Group, LLC SCHM ($29.06) 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 % | |||
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