Moneta Group Investment Advisors LLC Schwab Strategic Tr Us Emergin 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 Us Emergin stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 1,036,240 shares of SCHE stock, worth $28.1 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
1,036,240
Previous 1,016,897
1.9%
Holding current value
$28.1 Million
Previous $24.3 Million
5.52%
% of portfolio
0.51%
Previous 0.56%
Shares
30 transactions
Others Institutions Holding SCHE
# of Institutions
764Shares Held
234MCall Options Held
26.1KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA85.3MShares$2.31 Billion2.96% of portfolio
-
Creative Planning Overland Park, KS23.3MShares$632 Million0.65% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.9MShares$540 Million1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA12.2MShares$330 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.83MShares$158 Million0.24% of portfolio