Moneta Group Investment Advisors LLC Schwab Strategic U.S. Reit ETF Transaction History
Moneta Group Investment Advisors LLC
- $6.28 Billion
- Q2 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 1,149,490 shares of SCHH stock, worth $26.4 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
1,149,490
Previous 1,433,762
19.83%
Holding current value
$26.4 Million
Previous $29.1 Million
21.13%
% of portfolio
0.37%
Previous 0.46%
Shares
33 transactions
Others Institutions Holding SCHH
# of Institutions
500Shares Held
255MCall Options Held
28.4KPut Options Held
83.1K-
Charles Schwab Investment Management Inc San Francisco, CA84.7MShares$1.95 Billion0.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA52.8MShares$1.21 Billion2.35% of portfolio
-
Us Bancorp \De\27.3MShares$628 Million0.75% of portfolio
-
Creative Planning Overland Park, KS27.3MShares$627 Million0.58% of portfolio
-
Northwestern Mutual Wealth Management CO7.72MShares$178 Million0.15% of portfolio