Moneta Group Investment Advisors LLC Schwab Strategic U.S. Mid Cap Call Options Transaction History

Moneta Group Investment Advisors LLC

$12.3 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHM

# of Institutions

1,060

Shares Held

281M

Call Options Held

8.7K

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

58.8M
Shares

$1.71 Billion
3.34% of portfolio
Creative Planning Overland Park, KS

29.5M
Shares

$861 Million
0.68% of portfolio
High Tower Advisors, LLC Chicago, IL

10.8M
Shares

$314 Million
0.38% of portfolio
Northwestern Mutual Wealth Management CO

10.5M
Shares

$305 Million
0.21% of portfolio
Advisory Alpha, LLC

8.94M
Shares

$261 Million
7.49% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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