Moneta Group Investment Advisors LLC Schwab Strategic Tr Intl Small 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 Intl Small stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 136,103 shares of SCHC stock, worth $4.85 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
136,103
Previous 138,107
1.45%
Holding current value
$4.85 Million
Previous $4.45 Million
6.62%
% of portfolio
0.09%
Previous 0.1%
Shares
30 transactions
Others Institutions Holding SCHC
# of Institutions
405Shares Held
88.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA39.2MShares$1.4 Billion1.93% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.42MShares$157 Million0.11% of portfolio
-
Savant Capital, LLC3.64MShares$130 Million1.51% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.27MShares$80.9 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.82MShares$64.9 Million0.02% of portfolio