Moneta Group Investment Advisors LLC Schwab Strategic Tr Intl Eqty 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 Intl Eqty stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 1,439,957 shares of SCHF stock, worth $56.5 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
1,439,957
Previous 1,295,256
11.17%
Holding current value
$56.5 Million
Previous $44 Million
20.99%
% of portfolio
1.06%
Previous 1.0%
Shares
31 transactions
Others Institutions Holding SCHF
# of Institutions
1,165Shares Held
821MCall Options Held
55.1KPut Options Held
13.3K-
Northwestern Mutual Wealth Management CO141MShares$5.53 Billion5.65% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO79.4MShares$3.12 Billion11.59% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA77MShares$3.02 Billion6.78% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.3MShares$3 Billion4.09% of portfolio
-
Personal Capital Advisors Corp71.3MShares$2.8 Billion11.16% of portfolio