Mokosak Advisory Group, LLC SCHV Holdings History
Mokosak Advisory Group, LLC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-06-30, Mokosak Advisory Group, LLC held 2.91 Mil shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $80.56 Mil. This investment constitutes 22.78% of their stock portfolio, and Mokosak Advisory Group, LLC now holds 0.64% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2018Q2. And since then Mokosak Advisory Group, LLC has made 24 purchases of SCHV, at an average price of $38.47, for a total of 3.01 Mil shares. In addition, there have been 5 sales at an average price of $58.30 for 96,998.00 shares. Based on historical transaction data and SCHV's current price of $28.40, Mokosak Advisory Group, LLC's estimated gain on his SCHV holdings is $-27.40 Mil, reflecting a -23.67% gain to date.
Mokosak Advisory Group, LLC SCHV ($28.40) Holding Chart
Mokosak Advisory Group, LLC SCHV ($28.40) 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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