Moneta Group Investment Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Moneta Group Investment Advisors LLC

$8.23 Billion
Q2 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 392,406 shares of SCHB stock, worth $10.1 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

392,406

Previous 360,151 8.96%

Holding current value

$10.1 Million

Previous $7.75 Million 20.6%

% of portfolio

0.11%

Previous 0.11%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$19.1 - $23.83 $616,070 - $768,636	32,255 Added 8.96%	392,406 $9.35 Million
Q1 2025 May 15, 2025	SELL	$21.23 - $23.75 $128,887 - $144,186	-6,071 Reduced 1.66%	360,151 $7.75 Million
Q4 2024 Feb 11, 2025	BUY	$22.01 - $66.82 $121,583 - $369,113	5,524 Added 1.53%	366,222 $8.31 Million
Q3 2024 Nov 12, 2024	BUY	$59.93 - $66.52 $17.9 Million - $19.9 Million	299,260 Added 487.09%	360,698 $24 Million
Q2 2024 Aug 13, 2024	BUY	$57.57 - $63.3 $16,752 - $18,420	291 Added 0.48%	61,438 $3.86 Million
Q1 2024 Aug 13, 2024	BUY	$54.61 - $61.05 $252,516 - $282,295	4,624 Added 8.18%	61,147 $3.73 Million
Q4 2023 Feb 15, 2024	SELL	$47.61 - $55.91 $153,542 - $180,309	-3,225 Reduced 5.4%	56,523 $3.15 Million
Q3 2023 Nov 15, 2023	BUY	$49.59 - $53.57 $163,696 - $176,834	3,301 Added 5.85%	59,748 $2.98 Million
Q2 2023 Aug 15, 2023	BUY	$47.08 - $51.7 $381,677 - $419,131	8,107 Added 16.77%	56,447 $2.92 Million
Q1 2023 May 15, 2023	BUY	$44.47 - $49.23 $381,285 - $422,098	8,574 Added 21.56%	48,340 $2.31 Million
Q4 2022 Feb 16, 2023	BUY	$41.94 - $47.81 $1.34 Million - $1.52 Million	31,853 Added 402.54%	39,766 $1.78 Million
Q4 2022 Feb 16, 2023	SELL	$41.94 - $47.81 $1.91 Billion - $2.17 Billion	-45,426,744 Reduced 99.98%	7,913 $354,000
Q4 2022 Feb 15, 2023	BUY	$41.94 - $47.81 $1.9 Billion - $2.17 Billion	45,394,219 Added 112256.34%	45,434,657 $2.04 Billion
Q3 2022 Nov 14, 2022	BUY	$41.99 - $50.63 $214,694 - $258,871	5,113 Added 14.47%	40,438 $1.7 Million
Q2 2022 Aug 15, 2022	BUY	$42.93 - $53.98 $619,136 - $778,499	14,422 Added 68.99%	35,325 $1.56 Million
Q1 2022 May 11, 2022	BUY	$49.15 - $56.85 $739,461 - $855,308	15,045 Added 256.83%	20,903 $1.12 Million
Q4 2021 Feb 11, 2022	BUY	$51.87 - $56.86 $13,693 - $15,011	264 Added 4.72%	5,858 $662,000
Q3 2021 Nov 12, 2021	BUY	$51.32 - $54.83 $40,029 - $42,767	780 Added 16.2%	5,594 $581,000
Q2 2021 Aug 13, 2021	BUY	$48.92 - $52.14 $30,134 - $32,118	616 Added 14.67%	4,814 $502,000
Q1 2021 May 14, 2021	BUY	$44.89 - $48.81 $32,545 - $35,387	725 Added 20.88%	4,198 $406,000
Q4 2020 Feb 12, 2021	SELL	$39.03 - $45.5 $29,623 - $34,534	-759 Reduced 17.93%	3,473 $316,000
Q3 2020 Nov 13, 2020	BUY	$36.93 - $42.52 $39,662 - $45,666	1,074 Added 34.01%	4,232 $337,000
Q2 2020 Aug 12, 2020	BUY	$28.84 - $38.49 $91,076 - $121,551	3,158 New	3,158 $232,000
Q1 2020 May 13, 2020	SELL	$26.18 - $40.44 $83,435 - $128,882	-3,187 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$34.47 - $38.58 $83,141 - $93,054	2,412 Added 311.23%	3,187 $245,000
Q2 2018 Aug 15, 2018	SELL	N/A	-3 Reduced 0.39%	775 $51,000
Q2 2018 Aug 14, 2018	BUY	N/A	778 New	778 $53,000

Others Institutions Holding SCHB

# of Institutions

1,351

Shares Held

565M

Call Options Held

500K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Moneta Group Investment Advisors LLC Schwab Strategic Tr Us Broad M Transaction History