Moneta Group Investment Advisors LLC Schwab Strategic U.S. Mid Cap 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. Mid Cap stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 2,230,752 shares of SCHM stock, worth $185 Million. This represents 2.77% of its overall portfolio holdings.
Number of Shares
2,230,752
Previous 2,158,673
3.34%
Holding current value
$185 Million
Previous $176 Million
1.23%
% of portfolio
2.77%
Previous 2.78%
Shares
32 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.76 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$834 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$190 Million0.18% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.07MShares$172 Million0.4% of portfolio