Moneta Group Investment Advisors LLC Schwab Us Aggregate Bond ETF Transaction History
Moneta Group Investment Advisors LLC
- $6.28 Billion
- Q2 2024
A detailed history of Moneta Group Investment Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 252,109 shares of SCHZ stock, worth $11.8 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
252,109
Previous 252,222
0.04%
Holding current value
$11.8 Million
Previous $11.6 Million
0.96%
% of portfolio
0.18%
Previous 0.18%
Shares
24 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.58 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$264 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$159 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$126 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$121 Million16.7% of portfolio