Moneco Advisors, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Moneco Advisors, LLC

$1.02 Billion
Q2 2025

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 13,401 shares of SCHI stock, worth $311,037. This represents 0.03% of its overall portfolio holdings.

Number of Shares

13,401

Previous 13,334 0.5%

Holding current value

$311,037

Previous $299,000 2.01%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$21.85 - $22.76 $1,463 - $1,524	67 Added 0.5%	13,401 $305,000
Q1 2025 Aug 15, 2025	BUY	$21.77 - $22.56 $849 - $879	39 Added 0.29%	13,334 $299,000
Q1 2025 May 08, 2025	BUY	$21.77 - $22.56 $849 - $879	39 Added 0.29%	13,334 $299,000
Q4 2024 Aug 15, 2025	SELL	$22.02 - $46.16 $2,334 - $4,892	-106 Reduced 0.79%	13,295 $293,000
Q4 2024 Feb 03, 2025	BUY	$22.02 - $46.16 $147,401 - $308,995	6,694 Added 101.41%	13,295 $293,000
Q3 2024 Oct 24, 2024	BUY	$43.73 - $46.29 $1,399 - $1,481	32 Added 0.49%	6,601 $304,000
Q2 2024 Jul 19, 2024	BUY	$43.11 - $44.42 $517 - $533	12 Added 0.18%	6,569 $289,000
Q1 2024 Apr 25, 2024	BUY	$43.87 - $44.99 $287,655 - $294,999	6,557 New	6,557 $291,000

Others Institutions Holding SCHI

# of Institutions

246

Shares Held

50.6M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 5 -10 YR C

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Moneco Advisors, LLC Schwab Strategic Tr 5 10 Yr C Transaction History