Moneco Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Moneco Advisors, LLC
- $778 Million
- Q3 2024
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 12,169 shares of SCHX stock, worth $290,474. This represents 0.11% of its overall portfolio holdings.
Number of Shares
12,169
Previous 17,694
31.23%
Holding current value
$290,474
Previous $1.14 Million
27.38%
% of portfolio
0.11%
Previous 0.17%
Shares
10 transactions
Others Institutions Holding SCHX
# of Institutions
1,380Shares Held
496MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$666 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$611 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$594 Million46.39% of portfolio
-
Us Bancorp \De\20.6MShares$492 Million1.81% of portfolio
-
Campbell Wealth Management15.8MShares$377 Million32.92% of portfolio