Moneta Group Investment Advisors LLC Schwab Strategic Tr Us Large C 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 Tr Us Large C stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 31,236,922 shares of SCHX stock, worth $728 Million. This represents 9.64% of its overall portfolio holdings.

Number of Shares

31,236,922

Previous 26,239,480 19.05%

Holding current value

$728 Million

Previous $608 Million 13.4%

% of portfolio

9.64%

Previous 8.63%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$21.75 - $24.28 $109 Million - $121 Million	4,997,442 Added 19.05%	31,236,922 $690 Million
Q4 2024 Feb 11, 2025	BUY	$22.4 - $68.28 $14.1 Million - $42.9 Million	628,912 Added 2.46%	26,239,480 $608 Million
Q3 2024 Nov 12, 2024	BUY	$61.11 - $67.85 $1.08 Billion - $1.19 Billion	17,611,825 Added 220.18%	25,610,568 $1.74 Billion
Q2 2024 Aug 13, 2024	BUY	$58.7 - $64.78 $12.7 Million - $14 Million	215,701 Added 2.77%	7,998,743 $514 Million
Q1 2024 Aug 13, 2024	BUY	$55.41 - $62.08 $12.3 Million - $13.8 Million	221,761 Added 2.93%	7,783,042 $483 Million
Q4 2023 Feb 15, 2024	BUY	$48.47 - $56.6 $16 Million - $18.6 Million	329,334 Added 4.55%	7,561,281 $426 Million
Q3 2023 Nov 15, 2023	BUY	$50.36 - $54.21 $10.3 Million - $11.1 Million	205,013 Added 2.92%	7,231,947 $366 Million
Q2 2023 Aug 15, 2023	BUY	$47.67 - $52.37 $21.2 Million - $23.3 Million	444,018 Added 6.75%	7,026,934 $368 Million
Q1 2023 May 15, 2023	BUY	$44.78 - $49.41 $54.7 Million - $60.4 Million	1,221,535 Added 22.78%	6,582,916 $318 Million
Q4 2022 Feb 16, 2023	BUY	$42.25 - $48.16 $226 Million - $258 Million	5,353,468 Added 67654.09%	5,361,381 $242 Million
Q4 2022 Feb 16, 2023	BUY	$42.25 - $48.16 $334,324 - $381,090	7,913 New	7,913 $357,000
Q3 2022 Nov 14, 2022	SELL	$42.35 - $51.01 $5.8 Million - $6.99 Million	-136,975 Reduced 2.51%	5,311,570 $225 Million
Q2 2022 Aug 15, 2022	BUY	$43.35 - $54.51 $90.4 Million - $114 Million	2,086,242 Added 62.05%	5,448,545 $243 Million
Q1 2022 May 11, 2022	BUY	$49.51 - $57.27 $102 Million - $117 Million	2,051,417 Added 156.49%	3,362,303 $181 Million
Q4 2021 Feb 11, 2022	BUY	$51.9 - $57.29 $4.78 Million - $5.27 Million	92,036 Added 7.55%	1,310,886 $149 Million
Q3 2021 Nov 12, 2021	BUY	$51.52 - $54.94 $5.16 Million - $5.5 Million	100,075 Added 8.95%	1,218,850 $127 Million
Q2 2021 Aug 13, 2021	BUY	$48.62 - $52.01 $2.83 Million - $3.03 Million	58,263 Added 5.49%	1,118,775 $116 Million
Q1 2021 May 14, 2021	BUY	$44.9 - $48.34 $8.24 Million - $8.87 Million	183,547 Added 20.93%	1,060,512 $102 Million
Q4 2020 Feb 12, 2021	BUY	$39.35 - $45.48 $1.07 Million - $1.23 Million	27,070 Added 3.19%	876,965 $79.8 Million
Q3 2020 Nov 13, 2020	BUY	$37.26 - $43.03 $883,099 - $1.02 Million	23,701 Added 2.87%	849,895 $68.5 Million
Q2 2020 Aug 12, 2020	BUY	$29.25 - $38.76 $4.14 Million - $5.48 Million	141,476 Added 20.66%	826,194 $61.2 Million
Q1 2020 May 13, 2020	BUY	$26.61 - $40.52 $3.96 Million - $6.03 Million	148,772 Added 27.76%	684,718 $41.9 Million
Q4 2019 Feb 11, 2020	BUY	$34.42 - $38.54 $6.26 Million - $7 Million	181,752 Added 51.31%	535,946 $41.2 Million
Q3 2019 Nov 12, 2019	BUY	$35.28 - $36.01 $8.11 Million - $8.27 Million	229,746 Added 184.61%	354,194 $25.1 Million
Q2 2019 Aug 16, 2019	BUY	N/A	113,650 Added 1052.51%	124,448 $8.74 Million
Q2 2019 Aug 13, 2019	SELL	N/A	-52,284 Reduced 82.88%	10,798 $8.74 Million
Q1 2019 May 15, 2019	BUY	N/A	21,608 Added 52.1%	63,082 $4.27 Million
Q4 2018 Feb 11, 2019	SELL	N/A	-14,702 Reduced 26.17%	41,474 $2.48 Million
Q3 2018 Nov 13, 2018	BUY	N/A	14,054 Added 33.36%	56,176 $3.91 Million
Q2 2018 Aug 15, 2018	SELL	N/A	-2,811 Reduced 6.26%	42,122 $2.74 Million
Q2 2018 Aug 14, 2018	BUY	N/A	21,875 Added 94.87%	44,933 $3.04 Million
Q1 2018 May 14, 2018	BUY	N/A	2,395 Added 11.59%	23,058 $1.45 Million
Q4 2017 Feb 13, 2018	BUY	N/A	5,896 Added 39.93%	20,663 $1.32 Million
Q3 2017 Nov 13, 2017	BUY	N/A	14,767	14,767 $887,000

Others Institutions Holding SCHX

# of Institutions

1,497

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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