Moneta Group Investment Advisors LLC Schwab Short Term Us Treasury Transaction History

Moneta Group Investment Advisors LLC

  • $8.23 Billion
  • Q2 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 12,036 shares of SCHO stock, worth $293,798. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,036
Previous 13,064 7.87%
Holding current value
$293,798
Previous $317,000 7.57%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$24.19 - $24.45 $24,867 - $25,134
-1,028 Reduced 7.87%
12,036 $293,000
Q1 2025

May 15, 2025
BUY
$24.1 - $24.34 $5,157 - $5,208
214 Added 1.67%
13,064 $317,000
Q4 2024

Feb 11, 2025
SELL
$24.06 - $48.88 $190,146 - $386,298
-7,903 Reduced 38.08%
12,850 $309,000
Q3 2024

Nov 12, 2024
BUY
$47.93 - $49.06 $578,754 - $592,399
12,075 Added 139.14%
20,753 $1.02 Million
Q2 2024

Aug 13, 2024
SELL
$47.75 - $48.13 $46,460 - $46,830
-973 Reduced 10.08%
8,678 $417,000
Q1 2024

Aug 13, 2024
BUY
$48.05 - $48.63 $30,127 - $30,491
627 Added 6.95%
9,651 $465,000
Q4 2023

Feb 15, 2024
SELL
$47.66 - $48.45 $92,222 - $93,750
-1,935 Reduced 17.66%
9,024 $437,000
Q3 2023

Nov 15, 2023
BUY
$47.78 - $48.2 $46,203 - $46,609
967 Added 9.68%
10,959 $524,000
Q2 2023

Aug 15, 2023
BUY
$48.06 - $48.89 $209,493 - $213,111
4,359 Added 77.38%
9,992 $480,000
Q1 2023

May 15, 2023
BUY
$47.8 - $49.0 $269,257 - $276,017
5,633 New
5,633 $274,000
Q1 2022

May 11, 2022
SELL
$49.47 - $50.82 $1.02 Million - $1.05 Million
-20,708 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
$50.83 - $51.21 $1.03 Million - $1.04 Million
20,325 Added 5306.79%
20,708 $1.05 Million
Q2 2018

Aug 15, 2018
BUY
N/A
383 New
383 $19,000

Others Institutions Holding SCHO

# of Institutions
717
Shares Held
322M
Call Options Held
98.6K
Put Options Held
70.3K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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