Moneco Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Moneco Advisors, LLC

$938 Million
Q1 2025

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 19,456 shares of SCHG stock, worth $537,180. This represents 0.05% of its overall portfolio holdings.

Number of Shares

19,456

Previous 34,427 43.49%

Holding current value

$537,180

Previous $959,000 49.22%

% of portfolio

0.05%

Previous 0.11%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$24.91 - $29.02 $372,927 - $434,458	-14,971 Reduced 43.49%	19,456 $487,000
Q4 2024 Feb 03, 2025	BUY	$25.93 - $105.3 $776,966 - $3.16 Million	29,964 Added 671.39%	34,427 $959,000
Q3 2024 Oct 24, 2024	SELL	$92.63 - $105.69 $14,728 - $16,804	-159 Reduced 3.44%	4,463 $464,000
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	$55.81 - $69.25 $74,617 - $92,587	-1,337 Reduced 15.56%	7,254 $405,000
Q2 2022 Aug 10, 2022	BUY	$55.73 - $76.55 $167 - $229	3 Added 0.03%	8,591 $498,000
Q1 2022 May 09, 2022	BUY	$65.63 - $82.62 $281,683 - $354,605	4,292 Added 99.91%	8,588 $643,000
Q4 2021 Feb 08, 2022	SELL	$73.11 - $83.4 $67,188 - $76,644	-919 Reduced 17.62%	4,296 $625,000
Q3 2021 Nov 03, 2021	SELL	$73.24 - $78.94 $56,028 - $60,389	-765 Reduced 12.79%	5,215 $772,000
Q2 2021 Aug 10, 2021	SELL	$65.3 - $73.24 $44,142 - $49,510	-676 Reduced 10.16%	5,980 $873,000
Q1 2021 May 17, 2021	BUY	$61.41 - $68.35 $408,744 - $454,937	6,656 New	6,656 $864,000

Others Institutions Holding SCHG

# of Institutions

1,498

Shares Held

739M

Call Options Held

327K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Moneco Advisors, LLC Schwab Strategic Tr Us Large C Transaction History