Moneco Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
Moneco Advisors, LLC
- $667 Million
- Q2 2024
A detailed history of Moneco Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Moneco Advisors, LLC holds 4,266 shares of SCHB stock, worth $271,573. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,266
Previous 4,266
-0.0%
Holding current value
$271,573
Previous $260,000
3.08%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,122Shares Held
161MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.39 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$402 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$256 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$233 Million18.5% of portfolio
-
Evensky & Katz LLC3.4MShares$216 Million14.63% of portfolio