Moneta Group Investment Advisors LLC Schwab Strategic Tr Us Small C Transaction History

Moneta Group Investment Advisors LLC

  • $5.03 Billion
  • Q4 2023

A detailed history of Moneta Group Investment Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 587,815 shares of SCHA stock, worth $27.6 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
587,815
Previous 558,980 5.16%
Holding current value
$27.6 Million
Previous $23.2 Million 19.94%
% of portfolio
0.55%
Previous 0.53%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 15, 2024
BUY
$38.13 - $48.02 $1.1 Million - $1.38 Million
28,835 Added 5.16%
587,815 $27.8 Million
Q3 2023

Nov 15, 2023
BUY
$40.85 - $46.1 $2.92 Million - $3.3 Million
71,494 Added 14.67%
558,980 $23.2 Million
Q2 2023

Aug 15, 2023
BUY
$39.91 - $43.82 $1.49 Million - $1.64 Million
37,342 Added 8.3%
487,486 $21.4 Million
Q1 2023

May 15, 2023
BUY
$39.82 - $46.36 $4.61 Million - $5.37 Million
115,835 Added 34.65%
450,144 $18.9 Million
Q4 2022

Feb 16, 2023
BUY
$39.61 - $43.54 $12.9 Million - $14.2 Million
326,396 Added 4124.81%
334,309 $13.5 Million
Q4 2022

Feb 16, 2023
SELL
$39.61 - $43.54 $16.2 Billion - $17.8 Billion
-408,875,696 Reduced 100.0%
7,913 $320,000
Q4 2022

Feb 15, 2023
BUY
$39.61 - $43.54 $16.2 Billion - $17.8 Billion
408,569,323 Added 129999.21%
408,883,609 $16.6 Billion
Q3 2022

Nov 14, 2022
SELL
N/A
-38,702 Reduced 10.96%
314,286 $11.9 Million
Q2 2022

Aug 15, 2022
BUY
N/A
115,446 Added 48.6%
352,988 $13.8 Million
Q1 2022

May 11, 2022
BUY
N/A
125,306 Added 111.65%
237,542 $11.3 Million
Q4 2021

Feb 11, 2022
BUY
N/A
15,892 Added 16.5%
112,236 $11.5 Million
Q3 2021

Nov 12, 2021
BUY
N/A
5,386 Added 5.92%
96,344 $9.64 Million
Q2 2021

Aug 13, 2021
BUY
N/A
78 Added 0.09%
90,958 $9.48 Million
Q1 2021

May 14, 2021
BUY
N/A
21,431 Added 30.86%
90,880 $9.06 Million
Q4 2020

Feb 12, 2021
BUY
N/A
3,187 Added 4.81%
69,449 $6.18 Million
Q3 2020

Nov 13, 2020
BUY
N/A
3,421 Added 5.44%
66,262 $4.53 Million
Q2 2020

Aug 12, 2020
BUY
N/A
16,277 Added 34.96%
62,841 $4.11 Million
Q1 2020

May 13, 2020
BUY
N/A
11,146 Added 31.47%
46,564 $2.4 Million
Q4 2019

Feb 11, 2020
BUY
N/A
14,179 Added 66.76%
35,418 $2.68 Million
Q3 2019

Nov 12, 2019
BUY
N/A
8,116 Added 61.85%
21,239 $1.48 Million
Q2 2019

Aug 16, 2019
BUY
N/A
8,704 Added 196.97%
13,123 $938,000
Q2 2019

Aug 13, 2019
SELL
N/A
-7,779 Reduced 63.77%
4,419 $938,000
Q1 2019

May 15, 2019
BUY
N/A
2,673 Added 28.06%
12,198 $853,000
Q4 2018

Feb 11, 2019
SELL
N/A
-4,658 Reduced 32.84%
9,525 $578,000
Q3 2018

Nov 13, 2018
BUY
N/A
1,731 Added 13.9%
14,183 $1.08 Million
Q2 2018

Aug 15, 2018
SELL
N/A
-3,204 Reduced 20.46%
12,452 $916,000
Q2 2018

Aug 14, 2018
BUY
N/A
5,253 Added 50.5%
15,656 $1.18 Million
Q1 2018

May 14, 2018
BUY
N/A
3,342 Added 47.33%
10,403 $719,000
Q4 2017

Feb 13, 2018
BUY
N/A
2 Added 0.03%
7,061 $492,000
Q3 2017

Nov 13, 2017
BUY
N/A
7,059
7,059 $476,000

Others Institutions Holding SCHA

# of Institutions
1,104
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
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More about SCHA
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