Moneta Group Investment Advisors LLC Schwab Intermediate Term Us Tr Transaction History

Moneta Group Investment Advisors LLC

$12.3 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 14, 2018	SELL	N/A	-22 Closed	0 $0
Q1 2018 May 14, 2018	BUY	N/A	22 New	22 $1,000

Others Institutions Holding SCHR

# of Institutions

511

Shares Held

387M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

228M
Shares

$5.74 Billion
0.95% of portfolio
Royal Bank Of Canada Toronto, A6

19.6M
Shares

$492 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.7M
Shares

$344 Million
0.08% of portfolio
Stifel Financial Corp St. Louis, MO

8.61M
Shares

$217 Million
0.21% of portfolio
Jpmorgan Chase & CO New York, NY

4.9M
Shares

$123 Million
0.01% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

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