Moneta Group Investment Advisors LLC Schwab Strategic Tr Intl Small 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 Intl Small stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 179,694 shares of SCHC stock, worth $8.2 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

179,694

Previous 167,563 7.24%

Holding current value

$8.2 Million

Previous $6.01 Million 27.3%

% of portfolio

0.09%

Previous 0.08%

36 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$32.41 - $42.59 $393,165 - $516,659	12,131 Added 7.24%	179,694 $7.65 Million
Q1 2025 May 15, 2025	BUY	$33.57 - $37.22 $446,950 - $495,547	13,314 Added 8.63%	167,563 $6.01 Million
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

502

Shares Held

76.8M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR INTL SMALL

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