A detailed history of Moneco Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Moneco Advisors, LLC holds 4,622 shares of SCHG stock, worth $464,418. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,622
Previous 5,148 10.22%
Holding current value
$464,418
Previous $477,000 2.31%
% of portfolio
0.07%
Previous 0.08%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

SELL
$87.04 - $101.61 $45,783 - $53,446
-526 Reduced 10.22%
4,622 $466,000
Q1 2024

Apr 25, 2024

SELL
$80.6 - $93.32 $16,200 - $18,757
-201 Reduced 3.76%
5,148 $477,000
Q4 2023

Mar 13, 2024

BUY
$70.08 - $83.37 $4,485 - $5,335
64 Added 1.21%
5,349 $443,000
Q4 2023

Feb 05, 2024

BUY
$70.08 - $83.37 $4,485 - $5,335
64 Added 1.21%
5,349 $443,000
Q3 2023

Mar 13, 2024

SELL
$71.99 - $78.02 $75,805 - $82,155
-1,053 Reduced 16.61%
5,285 $384,000
Q3 2023

Nov 03, 2023

SELL
$71.99 - $78.02 $75,805 - $82,155
-1,053 Reduced 16.61%
5,285 $384,000
Q2 2023

Mar 13, 2024

BUY
$63.6 - $74.95 $62,900 - $74,125
989 Added 18.49%
6,338 $475,000
Q2 2023

Aug 02, 2023

SELL
$63.6 - $74.95 $61,882 - $72,926
-973 Reduced 13.31%
6,338 $475,000
Q1 2023

May 11, 2023

SELL
$54.19 - $65.17 $30,996 - $37,277
-572 Reduced 7.26%
7,311 $476,000
Q4 2022

Jan 27, 2023

BUY
$54.31 - $60.76 $34,160 - $38,218
629 Added 8.67%
7,883 $437,000
Q3 2022

Nov 01, 2022

SELL
N/A
-1,337 Reduced 15.56%
7,254 $405,000
Q2 2022

Aug 10, 2022

BUY
N/A
3 Added 0.03%
8,591 $498,000
Q1 2022

May 09, 2022

BUY
N/A
4,292 Added 99.91%
8,588 $643,000
Q4 2021

Feb 08, 2022

SELL
N/A
-919 Reduced 17.62%
4,296 $625,000
Q3 2021

Nov 03, 2021

SELL
N/A
-765 Reduced 12.79%
5,215 $772,000
Q2 2021

Aug 10, 2021

SELL
N/A
-676 Reduced 10.16%
5,980 $873,000
Q1 2021

May 17, 2021

BUY
N/A
6,656 New
6,656 $864,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Moneco Advisors, LLC Portfolio

Follow Moneco Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneco Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneco Advisors, LLC with notifications on news.