Moneta Group Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Moneta Group Investment Advisors LLC
- $9.24 Billion
- Q3 2024
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 4,859,051 shares of SCHG stock, worth $135 Million. This represents 5.48% of its overall portfolio holdings.
Number of Shares
4,859,051
Previous 1,190,991
307.98%
Holding current value
$135 Million
Previous $120 Million
321.5%
% of portfolio
5.48%
Previous 1.91%
Shares
32 transactions
Others Institutions Holding SCHG
# of Institutions
1,289Shares Held
180MCall Options Held
87.6KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$312 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$304 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$271 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$265 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$125 Million14.61% of portfolio