Moneco Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
Moneco Advisors, LLC
- $912 Million
- Q4 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 12,798 shares of SCHB stock, worth $274,389. This represents 0.03% of its overall portfolio holdings.
Number of Shares
12,798
Previous 4,266
200.0%
Holding current value
$274,389
Previous $283,000
2.47%
% of portfolio
0.03%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,267Shares Held
482MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.29 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$381 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$246 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$219 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$200 Million13.85% of portfolio