Schwab Strategic Tr us aggregate b shares owned by Mokosak Advisory Group
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Mokosak Advisory Group
from 13F filings
Historical chart of Mokosak Advisory Group investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Mokosak Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $23M | 489k | 47.52 |
| 2024-06-30 | $22M | 477k | 45.58 |
| 2024-03-31 | $22M | 467k | 46.00 |
| 2023-12-31 | $20M | 426k | 46.62 |
| 2023-09-30 | $18M | 412k | 44.23 |
| 2023-06-30 | $18M | 398k | 46.16 |
| 2023-03-31 | $18M | 388k | 46.91 |
| 2022-12-31 | $18M | 386k | 45.68 |
| 2022-09-30 | $12M | 266k | 45.32 |
| 2022-06-30 | $18M | 375k | 47.88 |
| 2022-03-31 | $21M | 423k | 50.58 |
| 2021-12-31 | $21M | 394k | 53.88 |
| 2021-09-30 | $20M | 376k | 54.26 |
| 2021-06-30 | $21M | 375k | 54.60 |
| 2021-03-31 | $19M | 360k | 53.93 |
| 2020-12-31 | $17M | 311k | 56.00 |
| 2020-09-30 | $17M | 296k | 56.06 |
| 2020-06-30 | $16M | 289k | 56.19 |
| 2020-03-31 | $15M | 274k | 54.30 |
| 2019-12-31 | $12M | 229k | 53.42 |
| 2019-09-30 | $12M | 216k | 53.84 |
| 2019-06-30 | $11M | 207k | 53.01 |
| 2019-03-31 | $11M | 205k | 51.84 |
| 2018-12-31 | $11M | 210k | 50.61 |
| 2018-09-30 | $14M | 276k | 50.23 |
| 2018-06-30 | $14M | 270k | 50.61 |
| 2018-03-31 | $13M | 263k | 51.00 |
| 2017-12-31 | $14M | 260k | 52.01 |
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