Moneco Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Moneco Advisors, LLC
- $667 Million
- Q2 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 17,694 shares of SCHX stock, worth $1.16 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
17,694
Previous 20,523
13.78%
Holding current value
$1.16 Million
Previous $1.27 Million
10.76%
% of portfolio
0.17%
Previous 0.21%
Shares
9 transactions
Others Institutions Holding SCHX
# of Institutions
1,268Shares Held
427MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.4 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.3 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.86 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$832 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$689 Million24.51% of portfolio