Moneta Group Investment Advisors LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 896,203 shares of SCHG stock, worth $93.5 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares
896,203
Previous 854,343 4.9%
Holding current value
$93.5 Million
Previous $62.1 Million 19.67%
% of portfolio
1.48%
Previous 1.42%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 15, 2024
BUY
$70.08 - $83.37 $2.93 Million - $3.49 Million
41,860 Added 4.9%
896,203 $74.3 Million
Q3 2023

Nov 15, 2023
BUY
$71.99 - $78.02 $284,432 - $308,257
3,951 Added 0.46%
854,343 $62.1 Million
Q2 2023

Aug 15, 2023
BUY
$63.6 - $74.95 $3.51 Million - $4.14 Million
55,263 Added 6.95%
850,392 $63.7 Million
Q1 2023

May 15, 2023
BUY
$54.19 - $65.17 $8.63 Million - $10.4 Million
159,327 Added 25.06%
795,129 $51.8 Million
Q4 2022

Feb 16, 2023
BUY
$54.31 - $60.76 $34.1 Million - $38.2 Million
627,889 Added 7934.9%
635,802 $35.3 Million
Q4 2022

Feb 16, 2023
SELL
$54.31 - $60.76 $45.4 Billion - $50.8 Billion
-835,791,997 Reduced 100.0%
7,913 $439,000
Q4 2022

Feb 15, 2023
BUY
$54.31 - $60.76 $45.4 Billion - $50.7 Billion
835,230,030 Added 146562.44%
835,799,910 $46.4 Billion
Q3 2022

Nov 14, 2022
SELL
N/A
-14,307 Reduced 2.45%
569,880 $31.8 Million
Q2 2022

Aug 15, 2022
BUY
N/A
245,855 Added 72.67%
584,187 $33.9 Million
Q1 2022

May 11, 2022
BUY
N/A
197,862 Added 140.86%
338,332 $25.3 Million
Q4 2021

Feb 11, 2022
BUY
N/A
4,519 Added 3.32%
140,470 $23 Million
Q3 2021

Nov 12, 2021
BUY
N/A
17,124 Added 14.41%
135,951 $20.1 Million
Q2 2021

Aug 13, 2021
BUY
N/A
10,528 Added 9.72%
118,827 $17.3 Million
Q1 2021

May 14, 2021
BUY
N/A
4,982 Added 4.82%
108,299 $14.1 Million
Q4 2020

Feb 12, 2021
SELL
N/A
-252 Reduced 0.24%
103,317 $13.3 Million
Q3 2020

Nov 13, 2020
BUY
N/A
8,139 Added 8.53%
103,569 $11.9 Million
Q2 2020

Aug 12, 2020
SELL
N/A
-414 Reduced 0.43%
95,430 $9.69 Million
Q1 2020

May 13, 2020
BUY
N/A
35,775 Added 59.56%
95,844 $7.63 Million
Q4 2019

Feb 11, 2020
BUY
N/A
6,302 Added 11.72%
60,069 $5.58 Million
Q3 2019

Nov 12, 2019
BUY
N/A
7,042 Added 15.07%
53,767 $4.52 Million
Q2 2019

Aug 16, 2019
BUY
N/A
42,913 Added 1125.73%
46,725 $3.89 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-21,921 Reduced 85.19%
3,812 $3.89 Million
Q1 2019

May 15, 2019
BUY
N/A
446 Added 1.76%
25,733 $2.04 Million
Q4 2018

Feb 11, 2019
BUY
N/A
8,156 Added 47.61%
25,287 $1.74 Million
Q3 2018

Nov 13, 2018
BUY
N/A
1,162 Added 7.28%
17,131 $1.41 Million
Q2 2018

Aug 15, 2018
SELL
N/A
-4,717 Reduced 22.8%
15,969 $1.21 Million
Q2 2018

Aug 14, 2018
BUY
N/A
18,166 Added 720.87%
20,686 $1.63 Million
Q1 2018

May 14, 2018
BUY
N/A
793 Added 45.92%
2,520 $181,000
Q4 2017

Feb 13, 2018
BUY
N/A
1,727
1,727 $122,000

Others Institutions Holding SCHG

# of Institutions
1,188
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
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More about SCHG
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