Moneta Group Investment Advisors LLC Schwab Strategic U.S. Reit ETF Transaction History

Moneta Group Investment Advisors LLC

  • $12.3 Billion
  • Q3 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 1,069,896 shares of SCHH stock, worth $22.7 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,069,896
Previous 1,159,031 7.69%
Holding current value
$22.7 Million
Previous $24.5 Million 5.9%
% of portfolio
0.19%
Previous 0.3%

Shares

38 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$20.76 - $21.78 $1.85 Million - $1.94 Million
-89,135 Reduced 7.69%
1,069,896 $23.1 Million
Q2 2025

Aug 14, 2025
BUY
$18.94 - $21.67 $790,896 - $904,895
41,758 Added 3.74%
1,159,031 $24.5 Million
Q1 2025

May 15, 2025
SELL
$20.2 - $22.24 $28,078 - $30,913
-1,390 Reduced 0.12%
1,117,273 $24 Million
Q4 2024

Feb 11, 2025
BUY
$20.55 - $23.26 $364,700 - $412,795
17,747 Added 1.61%
1,118,663 $23.6 Million
Q3 2024

Nov 12, 2024
SELL
$19.78 - $23.53 $960,793 - $1.14 Million
-48,574 Reduced 4.23%
1,100,916 $25.5 Million
Q2 2024

Aug 13, 2024
SELL
$18.53 - $20.2 $5.27 Million - $5.74 Million
-284,272 Reduced 19.83%
1,149,490 $23 Million
Q1 2024

Aug 13, 2024
SELL
$19.39 - $20.93 $2.18 Million - $2.35 Million
-112,216 Reduced 7.26%
1,433,762 $29.1 Million
Q4 2023

Feb 15, 2024
BUY
$16.76 - $20.95 $288,674 - $360,842
17,224 Added 1.13%
1,545,978 $32 Million
Q3 2023

Nov 15, 2023
SELL
$17.52 - $20.27 $10.2 Million - $11.8 Million
-584,484 Reduced 27.66%
1,528,754 $27.1 Million
Q2 2023

Aug 15, 2023
SELL
$18.34 - $19.64 $16.9 Million - $18.1 Million
-919,827 Reduced 30.33%
2,113,238 $41.3 Million
Q1 2023

May 15, 2023
SELL
$18.01 - $21.78 $776,429 - $938,957
-43,111 Reduced 1.4%
3,033,065 $59.1 Million
Q4 2022

Feb 16, 2023
BUY
$17.68 - $20.46 $54.2 Million - $62.8 Million
3,068,263 Added 38774.97%
3,076,176 $59.3 Million
Q4 2022

Feb 16, 2023
SELL
$17.68 - $20.46 $0 - $0
0 Reduced 100.0%
7,913 $152,000
Q4 2022

Feb 15, 2023
BUY
$17.68 - $20.46 $0 - $0
0 Added 86508.39%
2,864,935,511 $55.3 Billion
Q3 2022

Nov 14, 2022
SELL
$18.45 - $23.6 $2.87 Million - $3.68 Million
-155,808 Reduced 4.5%
3,307,919 $61.8 Million
Q2 2022

Aug 15, 2022
BUY
$20.18 - $25.97 $16.4 Million - $21.1 Million
812,502 Added 30.65%
3,463,727 $73.1 Million
Q1 2022

May 11, 2022
BUY
$22.75 - $26.16 $31.2 Million - $35.9 Million
1,372,614 Added 107.35%
2,651,225 $66 Million
Q4 2021

Feb 11, 2022
BUY
$22.99 - $26.35 $1.7 Million - $1.95 Million
74,036 Added 6.15%
1,278,611 $67.4 Million
Q3 2021

Nov 12, 2021
BUY
$22.84 - $24.92 $2.48 Million - $2.7 Million
108,506 Added 9.9%
1,204,575 $55 Million
Q2 2021

Aug 13, 2021
BUY
$20.92 - $23.68 $1.21 Million - $1.36 Million
57,641 Added 5.55%
1,096,069 $50.2 Million
Q1 2021

May 14, 2021
BUY
$18.25 - $20.79 $2.13 Million - $2.42 Million
116,569 Added 12.64%
1,038,428 $42.7 Million
Q4 2020

Feb 12, 2021
BUY
$17.04 - $19.33 $161,471 - $183,171
9,476 Added 1.04%
921,859 $35 Million
Q3 2020

Nov 13, 2020
BUY
$16.99 - $18.73 $1.08 Million - $1.19 Million
63,348 Added 7.46%
912,383 $32.3 Million
Q2 2020

Aug 12, 2020
BUY
$14.77 - $20.35 $1.25 Million - $1.72 Million
84,527 Added 11.06%
849,035 $29.9 Million
Q1 2020

May 13, 2020
SELL
$13.54 - $24.27 $1.52 Million - $2.73 Million
-112,341 Reduced 12.81%
764,508 $25 Million
Q4 2019

Feb 11, 2020
BUY
$22.24 - $24.07 $2.6 Million - $2.81 Million
116,896 Added 15.38%
876,849 $40.3 Million
Q3 2019

Nov 12, 2019
BUY
$23.18 - $23.61 $5.69 Million - $5.79 Million
245,439 Added 47.7%
759,953 $35.8 Million
Q2 2019

Aug 16, 2019
BUY
N/A
459,668 Added 838.11%
514,514 $22.9 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-352,131 Reduced 86.52%
54,846 $22.9 Million
Q1 2019

May 16, 2019
BUY
N/A
401,710 Added 7626.92%
406,977 $18.1 Million
Q1 2019

May 15, 2019
SELL
N/A
-394,369 Reduced 98.68%
5,267 $18.1 Million
Q4 2018

Feb 11, 2019
BUY
N/A
22,024 Added 5.83%
399,636 $15.4 Million
Q3 2018

Nov 13, 2018
BUY
N/A
29,212 Added 8.38%
377,612 $15.8 Million
Q2 2018

Aug 15, 2018
SELL
N/A
-586 Reduced 0.17%
348,400 $14.6 Million
Q2 2018

Aug 14, 2018
BUY
N/A
45,907 Added 15.15%
348,986 $14.6 Million
Q1 2018

May 14, 2018
BUY
N/A
27,413 Added 9.94%
303,079 $11.6 Million
Q4 2017

Feb 13, 2018
BUY
N/A
3,624 Added 1.33%
275,666 $11.5 Million
Q3 2017

Nov 13, 2017
BUY
N/A
272,042
272,042 $11.2 Million

Others Institutions Holding SCHH

# of Institutions
602
Shares Held
182M
Call Options Held
24.3K
Put Options Held
21.4K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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