Moneco Advisors, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Moneco Advisors, LLC
- $667 Million
- Q2 2024
A detailed history of Moneco Advisors, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Moneco Advisors, LLC holds 6,569 shares of SCHI stock, worth $292,648. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,569
Previous 6,557
0.18%
Holding current value
$292,648
Previous $291,000
0.69%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SCHI
# of Institutions
182Shares Held
135MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA111MShares$4.95 Billion6.8% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.41MShares$241 Million0.06% of portfolio
-
River Front Investment Group, LLC Richmond, VA3.86MShares$172 Million4.84% of portfolio
-
Envestnet Asset Management Inc3.3MShares$147 Million0.06% of portfolio
-
Campbell Wealth Management2.08MShares$92.8 Million9.21% of portfolio