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

Moneco Advisors, LLC

$1.02 Billion
Q2 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 13,538 shares of SCHV stock, worth $394,091. This represents 0.04% of its overall portfolio holdings.

Number of Shares

13,538

Previous 13,949 2.95%

Holding current value

$394,091

Previous $370,000 1.08%

% of portfolio

0.04%

Previous 0.04%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$23.55 - $27.67 $9,679 - $11,372	-411 Reduced 2.95%	13,538 $374,000
Q1 2025 Aug 15, 2025	SELL	$25.77 - $27.6 $16,827 - $18,022	-653 Reduced 4.47%	13,949 $370,000
Q1 2025 May 08, 2025	SELL	$25.77 - $27.6 $16,827 - $18,022	-653 Reduced 4.47%	13,949 $370,000
Q4 2024 Aug 15, 2025	BUY	$25.79 - $80.4 $27,440 - $85,545	1,064 Added 7.86%	14,602 $380,000
Q4 2024 Feb 03, 2025	BUY	$25.79 - $80.4 $251,426 - $783,819	9,749 Added 200.89%	14,602 $380,000
Q3 2024 Oct 24, 2024	SELL	$73.43 - $80.37 $18,724 - $20,494	-255 Reduced 4.99%	4,853 $390,000
Q2 2024 Jul 19, 2024	SELL	$71.74 - $75.86 $5,523 - $5,841	-77 Reduced 1.49%	5,108 $378,000
Q1 2024 Apr 25, 2024	BUY	$68.82 - $75.98 $3,647 - $4,026	53 Added 1.03%	5,185 $393,000
Q4 2023 Mar 13, 2024	BUY	$61.16 - $70.24 $56,939 - $65,393	931 Added 22.16%	5,132 $359,000
Q4 2023 Feb 05, 2024	BUY	$61.16 - $70.24 $56,939 - $65,393	931 Added 22.16%	5,132 $359,000
Q3 2023 Mar 13, 2024	SELL	$64.45 - $69.39 $56,651 - $60,993	-879 Reduced 17.3%	4,201 $270,000
Q3 2023 Nov 03, 2023	SELL	$64.45 - $69.39 $56,651 - $60,993	-879 Reduced 17.3%	4,201 $270,000
Q2 2023 Mar 13, 2024	SELL	$63.33 - $67.21 $3,293 - $3,494	-52 Reduced 1.01%	5,080 $340,000
Q2 2023 Aug 02, 2023	BUY	$63.33 - $67.21 $949 - $1,008	15 Added 0.3%	5,080 $340,000
Q1 2023 May 11, 2023	SELL	$62.59 - $69.3 $13,269 - $14,691	-212 Reduced 4.02%	5,065 $332,000
Q4 2022 Jan 27, 2023	SELL	$59.13 - $69.24 $7,509 - $8,793	-127 Reduced 2.35%	5,277 $348,000
Q3 2022 Nov 01, 2022	SELL	$58.51 - $69.02 $57,866 - $68,260	-989 Reduced 15.47%	5,404 $316,000
Q2 2022 Aug 10, 2022	BUY	$60.93 - $72.3 $853 - $1,012	14 Added 0.22%	6,393 $399,000
Q1 2022 May 09, 2022	BUY	$67.71 - $74.19 $812 - $890	12 Added 0.19%	6,379 $455,000
Q4 2021 Feb 08, 2022	SELL	$67.9 - $73.3 $163,367 - $176,359	-2,406 Reduced 27.43%	6,367 $454,000
Q3 2021 Nov 03, 2021	SELL	$66.91 - $71.05 $255,261 - $271,055	-3,815 Reduced 30.31%	8,773 $592,000
Q2 2021 Aug 10, 2021	SELL	$65.81 - $69.75 $146,361 - $155,124	-2,224 Reduced 15.01%	12,588 $861,000
Q1 2021 May 17, 2021	BUY	$58.71 - $65.66 $869,612 - $972,555	14,812 New	14,812 $967,000

Others Institutions Holding SCHV

# of Institutions

962

Shares Held

342M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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