Moneta Group Investment Advisors LLC Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 1,768,550 shares of SCHE stock, worth $59.9 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
1,768,550
Previous 1,692,636
4.48%
Holding current value
$59.9 Million
Previous $46.7 Million
14.23%
% of portfolio
0.65%
Previous 0.65%
Shares
36 transactions
Others Institutions Holding SCHE
# of Institutions
867Shares Held
151MCall Options Held
27.8KPut Options Held
0-
Creative Planning Overland Park, KS19.5MShares$662 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.6MShares$597 Million1.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$344 Million0.4% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.76MShares$128 Million4.39% of portfolio
-
Northwestern Mutual Wealth Management CO3.69MShares$125 Million0.08% of portfolio