Moneco Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Moneco Advisors, LLC

  • $1.02 Billion
  • Q2 2025

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 12,798 shares of SCHB stock, worth $329,292. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,798
Previous 12,798 -0.0%
Holding current value
$329,292
Previous $275,000 10.55%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$22.01 - $66.82 $187,789 - $570,108
8,532 Added 200.0%
12,798 $290,000
Q1 2023

May 11, 2023
BUY
$44.47 - $49.23 $189,709 - $210,015
4,266 New
4,266 $204,000
Q2 2022

Aug 10, 2022
SELL
$42.93 - $53.98 $183,139 - $230,278
-4,266 Closed
0 $0
Q1 2022

May 09, 2022
BUY
$49.15 - $56.85 $104,836 - $121,261
2,133 Added 100.0%
4,266 $228,000
Q1 2021

May 17, 2021
BUY
$44.89 - $48.81 $95,750 - $104,111
2,133 New
2,133 $206,000

Others Institutions Holding SCHB

# of Institutions
1,348
Shares Held
565M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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