Moneta Group Investment Advisors LLC Schwab Strategic U.S. Reit ETF Transaction History
Moneta Group Investment Advisors LLC
- $7.05 Billion
- Q4 2024
A detailed history of Moneta Group Investment Advisors LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 1,118,663 shares of SCHH stock, worth $24.7 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
1,118,663
Previous 1,100,916
1.61%
Holding current value
$24.7 Million
Previous $25.5 Million
7.64%
% of portfolio
0.33%
Previous 0.28%
Shares
35 transactions
Others Institutions Holding SCHH
# of Institutions
552Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.19 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$628 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$536 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$169 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$160 Million0.55% of portfolio