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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$92.63 - $105.69 $340 Million - $388 Million
3,668,060 Added 307.98%
4,859,051 $506 Million
Q2 2024

Aug 13, 2024

BUY
$87.04 - $101.61 $66,759 - $77,934
767 Added 0.06%
1,190,991 $120 Million
Q1 2024

Aug 13, 2024

BUY
$80.6 - $93.32 $23.7 Million - $27.4 Million
294,021 Added 32.81%
1,190,224 $110 Million
Q4 2023

Feb 15, 2024

BUY
$70.08 - $83.37 $2.93 Million - $3.49 Million
41,860 Added 4.9%
896,203 $74.3 Million
Q3 2023

Nov 15, 2023

BUY
$71.99 - $78.02 $284,432 - $308,257
3,951 Added 0.46%
854,343 $62.1 Million
Q2 2023

Aug 15, 2023

BUY
$63.6 - $74.95 $3.51 Million - $4.14 Million
55,263 Added 6.95%
850,392 $63.7 Million
Q1 2023

May 15, 2023

BUY
$54.19 - $65.17 $8.63 Million - $10.4 Million
159,327 Added 25.06%
795,129 $51.8 Million
Q4 2022

Feb 16, 2023

SELL
$54.31 - $60.76 $45.4 Billion - $50.8 Billion
-835,791,997 Reduced 100.0%
7,913 $439,000
Q4 2022

Feb 16, 2023

BUY
$54.31 - $60.76 $34.1 Million - $38.2 Million
627,889 Added 7934.9%
635,802 $35.3 Million
Q4 2022

Feb 15, 2023

BUY
$54.31 - $60.76 $45.4 Billion - $50.7 Billion
835,230,030 Added 146562.44%
835,799,910 $46.4 Billion
Q3 2022

Nov 14, 2022

SELL
$55.81 - $69.25 $798,473 - $990,759
-14,307 Reduced 2.45%
569,880 $31.8 Million
Q2 2022

Aug 15, 2022

BUY
$55.73 - $76.55 $13.7 Million - $18.8 Million
245,855 Added 72.67%
584,187 $33.9 Million
Q1 2022

May 11, 2022

BUY
$65.63 - $82.62 $13 Million - $16.3 Million
197,862 Added 140.86%
338,332 $25.3 Million
Q4 2021

Feb 11, 2022

BUY
$73.11 - $83.4 $330,384 - $376,884
4,519 Added 3.32%
140,470 $23 Million
Q3 2021

Nov 12, 2021

BUY
$73.24 - $78.94 $1.25 Million - $1.35 Million
17,124 Added 14.41%
135,951 $20.1 Million
Q2 2021

Aug 13, 2021

BUY
$65.3 - $73.24 $687,478 - $771,070
10,528 Added 9.72%
118,827 $17.3 Million
Q1 2021

May 14, 2021

BUY
$61.41 - $68.35 $305,944 - $340,519
4,982 Added 4.82%
108,299 $14.1 Million
Q4 2020

Feb 12, 2021

SELL
$55.95 - $64.38 $14,099 - $16,223
-252 Reduced 0.24%
103,317 $13.3 Million
Q3 2020

Nov 13, 2020

BUY
$51.42 - $61.56 $418,507 - $501,036
8,139 Added 8.53%
103,569 $11.9 Million
Q2 2020

Aug 12, 2020

SELL
$37.99 - $51.32 $15,727 - $21,246
-414 Reduced 0.43%
95,430 $9.69 Million
Q1 2020

May 13, 2020

BUY
$34.6 - $51.17 $1.24 Million - $1.83 Million
35,775 Added 59.56%
95,844 $7.63 Million
Q4 2019

Feb 11, 2020

BUY
$40.97 - $46.72 $258,192 - $294,429
6,302 Added 11.72%
60,069 $5.58 Million
Q3 2019

Nov 12, 2019

BUY
$41.7 - $42.86 $293,651 - $301,820
7,042 Added 15.07%
53,767 $4.52 Million
Q2 2019

Aug 16, 2019

BUY
N/A
42,913 Added 1125.73%
46,725 $3.89 Million
Q2 2019

Aug 13, 2019

SELL
N/A
-21,921 Reduced 85.19%
3,812 $3.89 Million
Q1 2019

May 15, 2019

BUY
N/A
446 Added 1.76%
25,733 $2.04 Million
Q4 2018

Feb 11, 2019

BUY
N/A
8,156 Added 47.61%
25,287 $1.74 Million
Q3 2018

Nov 13, 2018

BUY
N/A
1,162 Added 7.28%
17,131 $1.41 Million
Q2 2018

Aug 15, 2018

SELL
N/A
-4,717 Reduced 22.8%
15,969 $1.21 Million
Q2 2018

Aug 14, 2018

BUY
N/A
18,166 Added 720.87%
20,686 $1.63 Million
Q1 2018

May 14, 2018

BUY
N/A
793 Added 45.92%
2,520 $181,000
Q4 2017

Feb 13, 2018

BUY
N/A
1,727
1,727 $122,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.