Moneta Group Investment Advisors LLC Schwab Strategic Tr Us Emergin Transaction History

Moneta Group Investment Advisors LLC

$7.15 Billion
Q1 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 1,692,636 shares of SCHE stock, worth $52.2 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

1,692,636

Previous 1,581,682 7.01%

Holding current value

$52.2 Million

Previous $42.1 Million 10.79%

% of portfolio

0.65%

Previous 0.6%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$25.81 - $28.52 $2.86 Million - $3.16 Million	110,954 Added 7.01%	1,692,636 $46.7 Million
Q4 2024 Feb 11, 2025	BUY	$26.63 - $30.23 $1.44 Million - $1.64 Million	54,141 Added 3.54%	1,581,682 $42.1 Million
Q3 2024 Nov 12, 2024	BUY	$25.45 - $29.53 $3.86 Million - $4.47 Million	151,484 Added 11.01%	1,527,541 $44.6 Million
Q2 2024 Aug 13, 2024	BUY	$24.67 - $27.2 $1.77 Million - $1.95 Million	71,566 Added 5.49%	1,376,057 $36.5 Million
Q1 2024 Aug 13, 2024	BUY	$23.47 - $25.45 $6.3 Million - $6.83 Million	268,251 Added 25.89%	1,304,491 $32.9 Million
Q4 2023 Feb 15, 2024	BUY	$23.04 - $24.89 $445,662 - $481,447	19,343 Added 1.9%	1,036,240 $25.7 Million
Q3 2023 Nov 15, 2023	BUY	$23.83 - $26.11 $703,437 - $770,741	29,519 Added 2.99%	1,016,897 $24.3 Million
Q2 2023 Aug 15, 2023	BUY	$23.66 - $25.54 $182,205 - $196,683	7,701 Added 0.79%	987,378 $24.3 Million
Q1 2023 May 15, 2023	BUY	$23.32 - $26.39 $2.92 Million - $3.31 Million	125,309 Added 14.67%	979,677 $24 Million
Q4 2022 Feb 16, 2023	BUY	$21.59 - $24.95 $18.3 Million - $21.1 Million	846,455 Added 10697.02%	854,368 $20.2 Million
Q4 2022 Feb 16, 2023	SELL	$21.59 - $24.95 $21.4 Billion - $24.7 Billion	-991,325,716 Reduced 100.0%	7,913 $187,000
Q4 2022 Feb 15, 2023	BUY	$21.59 - $24.95 $21.4 Billion - $24.7 Billion	990,496,084 Added 118261.83%	991,333,629 $23.5 Billion
Q3 2022 Nov 14, 2022	BUY	$22.4 - $25.83 $293,798 - $338,786	13,116 Added 1.59%	837,545 $18.8 Million
Q2 2022 Aug 15, 2022	SELL	$24.51 - $28.87 $3.66 Million - $4.31 Million	-149,428 Reduced 15.34%	824,429 $20.9 Million
Q1 2022 May 11, 2022	BUY	$25.61 - $30.82 $8.59 Million - $10.3 Million	335,336 Added 52.52%	973,857 $27 Million
Q4 2021 Feb 11, 2022	BUY	$28.68 - $31.96 $4.49 Million - $5 Million	156,467 Added 32.46%	638,521 $18.9 Million
Q3 2021 Nov 12, 2021	BUY	$29.81 - $32.7 $1.56 Million - $1.71 Million	52,401 Added 12.2%	482,054 $14.7 Million
Q2 2021 Aug 13, 2021	BUY	$31.06 - $33.61 $1.07 Million - $1.16 Million	34,467 Added 8.72%	429,653 $14.1 Million
Q1 2021 May 14, 2021	BUY	$30.78 - $34.63 $1.93 Million - $2.17 Million	62,657 Added 18.84%	395,186 $12.6 Million
Q4 2020 Feb 12, 2021	BUY	$26.72 - $30.68 $571,620 - $656,337	21,393 Added 6.88%	332,529 $10.2 Million
Q3 2020 Nov 13, 2020	BUY	$24.69 - $27.71 $680,530 - $763,770	27,563 Added 9.72%	311,136 $8.33 Million
Q2 2020 Aug 12, 2020	BUY	$19.87 - $25.05 $1.25 Million - $1.57 Million	62,838 Added 28.47%	283,573 $6.91 Million
Q1 2020 May 13, 2020	BUY	$18.68 - $28.22 $530,661 - $801,673	28,408 Added 14.77%	220,735 $4.57 Million
Q4 2019 Feb 11, 2020	BUY	$24.83 - $27.51 $1.13 Million - $1.25 Million	45,411 Added 30.91%	192,327 $5.26 Million
Q3 2019 Nov 12, 2019	BUY	$25.08 - $25.94 $829,696 - $858,147	33,082 Added 29.06%	146,916 $3.69 Million
Q2 2019 Aug 16, 2019	BUY	N/A	112,760 Added 10499.07%	113,834 $2.99 Million
Q2 2019 Aug 13, 2019	SELL	N/A	-88,161 Reduced 98.8%	1,074 $2.99 Million
Q1 2019 May 15, 2019	BUY	N/A	15,797 Added 21.51%	89,235 $2.32 Million
Q4 2018 Feb 11, 2019	BUY	N/A	34,328 Added 87.77%	73,438 $1.73 Million
Q3 2018 Nov 13, 2018	BUY	N/A	13,050 Added 50.08%	39,110 $1.01 Million
Q2 2018 Aug 15, 2018	SELL	N/A	-3,173 Reduced 10.85%	26,060 $675,000
Q2 2018 Aug 14, 2018	BUY	N/A	20,545 Added 236.48%	29,233 $749,000
Q1 2018 May 14, 2018	BUY	N/A	1,347 Added 18.35%	8,688 $249,000
Q4 2017 Feb 13, 2018	SELL	N/A	-871 Reduced 10.61%	7,341 $205,000
Q3 2017 Nov 13, 2017	BUY	N/A	8,212	8,212 $221,000

Others Institutions Holding SCHE

# of Institutions

851

Shares Held

149M

Call Options Held

30.5K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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Moneta Group Investment Advisors LLC Schwab Strategic Tr Us Emergin Transaction History