Moneta Group Investment Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History
Moneta Group Investment Advisors LLC
- $5.03 Billion
- Q4 2023
A detailed history of Moneta Group Investment Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 1,995,865 shares of SCHM stock, worth $155 Million. This represents 2.99% of its overall portfolio holdings.
Number of Shares
1,995,865
Previous 1,841,803
8.36%
Holding current value
$155 Million
Previous $125 Million
20.6%
% of portfolio
2.99%
Previous 2.84%
Shares
30 transactions
Others Institutions Holding SCHM
# of Institutions
902Shares Held
96MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.64 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$788 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$287 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.14MShares$167 Million0.47% of portfolio
-
Cerity Partners LLC New York, NY1.98MShares$154 Million0.43% of portfolio