Moneta Group Investment Advisors LLC Schwab Strategic Tr Intl Small Transaction History

Moneta Group Investment Advisors LLC

  • $7.05 Billion
  • Q4 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 154,249 shares of SCHC stock, worth $5.52 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
154,249
Previous 154,849 0.39%
Holding current value
$5.52 Million
Previous $5.97 Million 11.25%
% of portfolio
0.08%
Previous 0.06%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$33.93 - $38.37 $20,358 - $23,022
-600 Reduced 0.39%
154,249 $5.3 Million
Q3 2024

Nov 12, 2024
SELL
$34.48 - $38.87 $741,388 - $835,782
-21,502 Reduced 12.19%
154,849 $5.97 Million
Q2 2024

Aug 13, 2024
SELL
$34.12 - $36.71 $30,366 - $32,671
-890 Reduced 0.5%
176,351 $6.27 Million
Q1 2024

Aug 13, 2024
BUY
$33.2 - $35.86 $1.37 Million - $1.48 Million
41,138 Added 30.23%
177,241 $6.35 Million
Q4 2023

Feb 15, 2024
SELL
$30.0 - $35.05 $60,120 - $70,240
-2,004 Reduced 1.45%
136,103 $4.75 Million
Q3 2023

Nov 15, 2023
BUY
$32.0 - $35.51 $443,072 - $491,671
13,846 Added 11.14%
138,107 $4.45 Million
Q2 2023

Aug 15, 2023
SELL
$32.67 - $34.58 $62,203 - $65,840
-1,904 Reduced 1.51%
124,261 $4.2 Million
Q1 2023

May 15, 2023
BUY
$31.54 - $34.93 $264,115 - $292,503
8,374 Added 7.11%
126,165 $4.25 Million
Q4 2022

Feb 16, 2023
BUY
$27.31 - $32.98 $3 Million - $3.62 Million
109,878 Added 1388.58%
117,791 $3.71 Million
Q4 2022

Feb 16, 2023
SELL
$27.31 - $32.98 $3.83 Billion - $4.62 Billion
-140,219,129 Reduced 99.99%
7,913 $249,000
Q4 2022

Feb 15, 2023
BUY
$27.31 - $32.98 $3.83 Billion - $4.62 Billion
140,076,592 Added 93105.08%
140,227,042 $4.41 Billion
Q3 2022

Nov 14, 2022
SELL
$27.46 - $34.27 $370,572 - $462,473
-13,495 Reduced 8.23%
150,450 $4.18 Million
Q2 2022

Aug 15, 2022
BUY
$31.0 - $38.49 $1.25 Million - $1.55 Million
40,216 Added 32.5%
163,945 $5.12 Million
Q1 2022

May 11, 2022
BUY
$34.89 - $41.24 $120,370 - $142,278
3,450 Added 2.87%
123,729 $4.7 Million
Q4 2021

Feb 11, 2022
BUY
$39.06 - $43.63 $728,117 - $813,306
18,641 Added 18.34%
120,279 $4.92 Million
Q3 2021

Nov 12, 2021
BUY
$40.41 - $44.08 $393,552 - $429,295
9,739 Added 10.6%
101,638 $4.22 Million
Q2 2021

Aug 13, 2021
BUY
$40.16 - $43.04 $439,751 - $471,288
10,950 Added 13.53%
91,899 $3.82 Million
Q1 2021

May 14, 2021
BUY
$37.4 - $40.42 $222,230 - $240,175
5,942 Added 7.92%
80,949 $3.19 Million
Q4 2020

Feb 12, 2021
BUY
$31.39 - $37.85 $81,048 - $97,728
2,582 Added 3.57%
75,007 $2.82 Million
Q3 2020

Nov 13, 2020
SELL
$29.72 - $33.44 $81,819 - $92,060
-2,753 Reduced 3.66%
72,425 $2.36 Million
Q2 2020

Aug 12, 2020
SELL
$23.02 - $31.17 $335,539 - $454,333
-14,576 Reduced 16.24%
75,178 $2.22 Million
Q1 2020

May 13, 2020
SELL
$20.7 - $34.9 $4,202 - $7,084
-203 Reduced 0.23%
89,754 $2.19 Million
Q4 2019

Feb 11, 2020
BUY
$31.2 - $34.65 $142,896 - $158,697
4,580 Added 5.36%
89,957 $3.12 Million
Q3 2019

Nov 12, 2019
BUY
$31.72 - $32.37 $272,792 - $278,382
8,600 Added 11.2%
85,377 $2.72 Million
Q2 2019

Aug 16, 2019
SELL
N/A
-180,825 Reduced 70.2%
76,777 $2.51 Million
Q2 2019

Aug 13, 2019
BUY
N/A
140,176 Added 119.37%
257,602 $2.51 Million
Q1 2019

May 15, 2019
BUY
N/A
11,825 Added 11.2%
117,426 $3.79 Million
Q4 2018

Feb 11, 2019
BUY
N/A
41,918 Added 65.82%
105,601 $3.07 Million
Q3 2018

Nov 13, 2018
BUY
N/A
36,787 Added 136.77%
63,683 $2.27 Million
Q2 2018

Aug 15, 2018
SELL
N/A
-34,182 Reduced 55.96%
26,896 $970,000
Q2 2018

Aug 14, 2018
BUY
N/A
42,017 Added 220.43%
61,078 $2.14 Million
Q1 2018

May 14, 2018
BUY
N/A
8,331 Added 77.64%
19,061 $696,000
Q4 2017

Feb 13, 2018
BUY
N/A
577 Added 5.68%
10,730 $393,000
Q3 2017

Nov 13, 2017
BUY
N/A
10,153
10,153 $364,000

Others Institutions Holding SCHC

# of Institutions
455
Shares Held
46.9M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

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