Moneta Group Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Moneta Group Investment Advisors LLC

  • $5.03 Billion
  • Q4 2023

A detailed history of Moneta Group Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 737,117 shares of SCHV stock, worth $54.5 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
737,117
Previous 686,639 7.35%
Holding current value
$54.5 Million
Previous $44.3 Million 16.74%
% of portfolio
1.03%
Previous 1.01%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 15, 2024
BUY
$61.16 - $70.24 $3.09 Million - $3.55 Million
50,478 Added 7.35%
737,117 $51.7 Million
Q3 2023

Nov 15, 2023
BUY
$64.45 - $69.39 $2.23 Million - $2.4 Million
34,576 Added 5.3%
686,639 $44.3 Million
Q2 2023

Aug 15, 2023
BUY
$63.33 - $67.21 $4.58 Million - $4.86 Million
72,251 Added 12.46%
652,063 $43.7 Million
Q1 2023

May 15, 2023
BUY
$62.59 - $69.3 $3.23 Million - $3.57 Million
51,571 Added 9.76%
579,812 $38 Million
Q4 2022

Feb 16, 2023
BUY
$64.27 - $69.24 $33.4 Million - $36 Million
520,328 Added 6575.61%
528,241 $34.9 Million
Q4 2022

Feb 16, 2023
SELL
$64.27 - $69.24 $38.2 Billion - $41.1 Billion
-594,268,761 Reduced 100.0%
7,913 $522,000
Q4 2022

Feb 15, 2023
BUY
$64.27 - $69.24 $38.2 Billion - $41.1 Billion
593,818,240 Added 129531.89%
594,276,674 $39.2 Billion
Q3 2022

Nov 14, 2022
SELL
N/A
-36,471 Reduced 7.37%
458,434 $26.8 Million
Q2 2022

Aug 15, 2022
BUY
N/A
187,929 Added 61.22%
494,905 $30.9 Million
Q1 2022

May 11, 2022
BUY
N/A
40,792 Added 15.32%
306,976 $21.9 Million
Q4 2021

Feb 11, 2022
BUY
N/A
25,653 Added 10.67%
266,184 $19.5 Million
Q3 2021

Nov 12, 2021
BUY
N/A
36,670 Added 17.99%
240,531 $16.2 Million
Q2 2021

Aug 13, 2021
BUY
N/A
45,267 Added 28.54%
203,861 $13.9 Million
Q1 2021

May 14, 2021
BUY
N/A
20,428 Added 14.79%
158,594 $10.4 Million
Q4 2020

Feb 12, 2021
BUY
N/A
10,996 Added 8.65%
138,166 $8.23 Million
Q3 2020

Nov 13, 2020
BUY
N/A
7,833 Added 6.56%
127,170 $6.64 Million
Q2 2020

Aug 12, 2020
SELL
N/A
-3,771 Reduced 3.06%
119,337 $5.98 Million
Q1 2020

May 13, 2020
BUY
N/A
35,616 Added 40.71%
123,108 $5.45 Million
Q4 2019

Feb 11, 2020
BUY
N/A
10,126 Added 13.09%
87,492 $5.26 Million
Q3 2019

Nov 12, 2019
SELL
N/A
-2,452 Reduced 3.07%
77,366 $4.39 Million
Q2 2019

Aug 16, 2019
BUY
N/A
74,499 Added 1400.62%
79,818 $4.48 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-37,209 Reduced 87.49%
5,319 $4.48 Million
Q1 2019

May 16, 2019
BUY
N/A
32,919 Added 342.59%
42,528 $2.33 Million
Q1 2019

May 15, 2019
SELL
N/A
-37,175 Reduced 79.46%
9,609 $2.33 Million
Q4 2018

Feb 11, 2019
BUY
N/A
26,151 Added 126.74%
46,784 $2.31 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-326 Reduced 1.56%
20,633 $1.16 Million
Q2 2018

Aug 15, 2018
SELL
N/A
-3,717 Reduced 15.06%
20,959 $1.11 Million
Q2 2018

Aug 14, 2018
BUY
N/A
21,280 Added 626.62%
24,676 $1.36 Million
Q1 2018

May 14, 2018
BUY
N/A
1,267 Added 59.51%
3,396 $179,000
Q4 2017

Feb 13, 2018
BUY
N/A
2,129
2,129 $116,000

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
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More about SCHV
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