Moneta Group Investment Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Moneta Group Investment Advisors LLC

  • $7.15 Billion
  • Q1 2025

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 8,865,258 shares of SCHM stock, worth $240 Million. This represents 3.25% of its overall portfolio holdings.

Number of Shares
8,865,258
Previous 7,481,182 18.5%
Holding current value
$240 Million
Previous $207 Million 12.04%
% of portfolio
3.25%
Previous 2.94%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$25.58 - $29.24 $35.4 Million - $40.5 Million
1,384,076 Added 18.5%
8,865,258 $232 Million
Q4 2024

Feb 11, 2025
BUY
$27.54 - $83.04 $8.18 Million - $24.7 Million
297,016 Added 4.13%
7,481,182 $207 Million
Q3 2024

Nov 12, 2024
BUY
$75.47 - $83.18 $374 Million - $412 Million
4,953,414 Added 222.05%
7,184,166 $597 Million
Q2 2024

Aug 13, 2024
BUY
$75.69 - $81.19 $5.46 Million - $5.85 Million
72,079 Added 3.34%
2,230,752 $174 Million
Q1 2024

Aug 13, 2024
BUY
$72.89 - $81.43 $11.9 Million - $13.3 Million
162,808 Added 8.16%
2,158,673 $176 Million
Q4 2023

Feb 15, 2024
BUY
$63.01 - $75.95 $9.71 Million - $11.7 Million
154,062 Added 8.36%
1,995,865 $150 Million
Q3 2023

Nov 15, 2023
BUY
$66.75 - $73.98 $6.52 Million - $7.22 Million
97,614 Added 5.6%
1,841,803 $125 Million
Q2 2023

Aug 15, 2023
BUY
$65.29 - $71.03 $11.7 Million - $12.7 Million
178,888 Added 11.43%
1,744,189 $124 Million
Q1 2023

May 15, 2023
BUY
$64.24 - $73.9 $25 Million - $28.8 Million
389,418 Added 33.12%
1,565,301 $106 Million
Q4 2022

Feb 16, 2023
BUY
$61.05 - $69.94 $71.3 Million - $81.7 Million
1,167,970 Added 14760.14%
1,175,883 $77.1 Million
Q4 2022

Feb 16, 2023
SELL
$61.05 - $69.94 $0 - $0
0 Reduced 100.0%
7,913 $519,000
Q4 2022

Feb 15, 2023
BUY
$61.05 - $69.94 $0 - $0
0 Added 132115.33%
1,488,443,134 $97.7 Billion
Q3 2022

Nov 14, 2022
SELL
$60.5 - $72.51 $5.92 Million - $7.1 Million
-97,917 Reduced 8.0%
1,125,772 $68.1 Million
Q2 2022

Aug 15, 2022
BUY
$60.91 - $76.4 $24.6 Million - $30.8 Million
403,507 Added 49.2%
1,223,689 $76.8 Million
Q1 2022

May 11, 2022
BUY
$70.66 - $80.89 $8.51 Million - $9.74 Million
120,418 Added 17.21%
820,182 $62.2 Million
Q4 2021

Feb 11, 2022
BUY
$76.01 - $83.39 $5.72 Million - $6.28 Million
75,318 Added 12.06%
699,764 $56.3 Million
Q3 2021

Nov 12, 2021
BUY
$74.65 - $80.95 $4.66 Million - $5.05 Million
62,443 Added 11.11%
624,446 $47.9 Million
Q2 2021

Aug 13, 2021
BUY
$74.64 - $79.12 $2.02 Million - $2.15 Million
27,111 Added 5.07%
562,003 $44 Million
Q1 2021

May 14, 2021
BUY
$67.07 - $76.85 $8.12 Million - $9.3 Million
121,002 Added 29.24%
534,892 $39.8 Million
Q4 2020

Feb 12, 2021
SELL
$55.93 - $68.45 $530,663 - $649,453
-9,488 Reduced 2.24%
413,890 $28.2 Million
Q3 2020

Nov 13, 2020
BUY
$51.99 - $58.83 $1.2 Million - $1.36 Million
23,093 Added 5.77%
423,378 $23.5 Million
Q2 2020

Aug 12, 2020
BUY
$39.01 - $57.03 $1.91 Million - $2.8 Million
49,075 Added 13.97%
400,285 $21.1 Million
Q1 2020

May 13, 2020
BUY
$35.83 - $62.24 $3.89 Million - $6.76 Million
108,583 Added 44.75%
351,210 $14.8 Million
Q4 2019

Feb 11, 2020
BUY
$54.56 - $60.24 $3.88 Million - $4.28 Million
71,102 Added 41.45%
242,627 $14.6 Million
Q3 2019

Nov 12, 2019
BUY
$56.23 - $57.59 $6.67 Million - $6.83 Million
118,609 Added 224.15%
171,525 $9.7 Million
Q2 2019

Aug 16, 2019
BUY
N/A
49,611 Added 1501.09%
52,916 $3.02 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-15,976 Reduced 82.86%
3,305 $3.02 Million
Q1 2019

May 16, 2019
SELL
N/A
-307,168 Reduced 94.09%
19,281 $1.07 Million
Q1 2019

May 15, 2019
BUY
N/A
314,119 Added 2547.6%
326,449 $1.07 Million
Q4 2018

Feb 11, 2019
SELL
N/A
-325 Reduced 2.57%
12,330 $591,000
Q3 2018

Nov 13, 2018
SELL
N/A
-1,065 Reduced 7.76%
12,655 $732,000
Q2 2018

Aug 15, 2018
SELL
N/A
-4,741 Reduced 25.68%
13,720 $753,000
Q2 2018

Aug 14, 2018
BUY
N/A
16,084 Added 676.65%
18,461 $1.04 Million
Q1 2018

May 14, 2018
BUY
N/A
269 Added 12.76%
2,377 $126,000
Q4 2017

Feb 13, 2018
BUY
N/A
2,108
2,108 $112,000

Others Institutions Holding SCHM

# of Institutions
1,004
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email