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
Quarter Operation Price Per share shares change shares Held SEC Form
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
$22.0 - $24.95 $18.6 Million - $21.1 Million
846,455 Added 10697.02%
854,368 $20.2 Million
Q4 2022

Feb 16, 2023
SELL
$22.0 - $24.95 $21.8 Billion - $24.7 Billion
-991,325,716 Reduced 100.0%
7,913 $187,000
Q4 2022

Feb 15, 2023
BUY
$22.0 - $24.95 $21.8 Billion - $24.7 Billion
990,496,084 Added 118261.83%
991,333,629 $23.5 Billion
Q3 2022

Nov 14, 2022
BUY
N/A
13,116 Added 1.59%
837,545 $18.8 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-149,428 Reduced 15.34%
824,429 $20.9 Million
Q1 2022

May 11, 2022
BUY
N/A
335,336 Added 52.52%
973,857 $27 Million
Q4 2021

Feb 11, 2022
BUY
N/A
156,467 Added 32.46%
638,521 $18.9 Million
Q3 2021

Nov 12, 2021
BUY
N/A
52,401 Added 12.2%
482,054 $14.7 Million
Q2 2021

Aug 13, 2021
BUY
N/A
34,467 Added 8.72%
429,653 $14.1 Million
Q1 2021

May 14, 2021
BUY
N/A
62,657 Added 18.84%
395,186 $12.6 Million
Q4 2020

Feb 12, 2021
BUY
N/A
21,393 Added 6.88%
332,529 $10.2 Million
Q3 2020

Nov 13, 2020
BUY
N/A
27,563 Added 9.72%
311,136 $8.33 Million
Q2 2020

Aug 12, 2020
BUY
N/A
62,838 Added 28.47%
283,573 $6.91 Million
Q1 2020

May 13, 2020
BUY
N/A
28,408 Added 14.77%
220,735 $4.57 Million
Q4 2019

Feb 11, 2020
BUY
N/A
45,411 Added 30.91%
192,327 $5.26 Million
Q3 2019

Nov 12, 2019
BUY
N/A
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
764
Shares Held
234M
Call Options Held
26.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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