Moneco Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Moneco Advisors, LLC

$778 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 01, 2022	SELL	$44.98 - $49.09 $75,701 - $82,618	-1,683 Reduced 27.06%	4,537 $206,000
Q2 2022 Aug 10, 2022	BUY	$46.62 - $50.36 $512 - $553	11 Added 0.18%	6,220 $298,000
Q1 2022 May 09, 2022	SELL	$50.05 - $53.52 $84,584 - $90,448	-1,690 Reduced 21.4%	6,209 $314,000
Q4 2021 Feb 08, 2022	SELL	$53.63 - $54.52 $288,636 - $293,426	-5,382 Reduced 40.52%	7,899 $415,000
Q3 2021 Nov 03, 2021	SELL	$54.26 - $55.17 $164,299 - $167,054	-3,028 Reduced 18.57%	13,281 $721,000
Q2 2021 Aug 10, 2021	SELL	$53.9 - $54.6 $117,178 - $118,700	-2,174 Reduced 11.76%	16,309 $890,000
Q1 2021 May 17, 2021	BUY	$53.75 - $55.97 $993,461 - $1.03 Million	18,483 New	18,483 $997,000

Others Institutions Holding SCHZ

# of Institutions

628

Shares Held

83M

Call Options Held

100

Put Options Held

0

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$144 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$94.3 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$71.3 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$65.9 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$64.7 Million
17.53% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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