Moneta Group Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Moneta Group Investment Advisors LLC

  • $8.23 Billion
  • Q2 2025

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 4,544,933 shares of SCHV stock, worth $127 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
4,544,933
Previous 3,837,471 18.44%
Holding current value
$127 Million
Previous $102 Million 23.29%
% of portfolio
1.53%
Previous 1.43%

Shares

36 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$23.55 - $27.67 $16.7 Million - $19.6 Million
707,462 Added 18.44%
4,544,933 $126 Million
Q1 2025

May 15, 2025
BUY
$25.77 - $27.6 $10.6 Million - $11.3 Million
410,364 Added 11.97%
3,837,471 $102 Million
Q4 2024

Feb 11, 2025
BUY
$25.79 - $80.4 $2.99 Million - $9.32 Million
115,956 Added 3.5%
3,427,107 $89.3 Million
Q3 2024

Nov 12, 2024
BUY
$73.43 - $80.37 $168 Million - $184 Million
2,293,143 Added 225.26%
3,311,151 $266 Million
Q2 2024

Aug 13, 2024
BUY
$71.74 - $75.86 $880,393 - $930,953
12,272 Added 1.22%
1,018,008 $75.4 Million
Q1 2024

Aug 13, 2024
BUY
$68.82 - $75.98 $18.5 Million - $20.4 Million
268,619 Added 36.44%
1,005,736 $76.4 Million
Q4 2023

Feb 15, 2024
BUY
$61.16 - $70.24 $3.09 Million - $3.55 Million
50,478 Added 7.35%
737,117 $51.7 Million
Q3 2023

Nov 15, 2023
BUY
$64.45 - $69.39 $2.23 Million - $2.4 Million
34,576 Added 5.3%
686,639 $44.3 Million
Q2 2023

Aug 15, 2023
BUY
$63.33 - $67.21 $4.58 Million - $4.86 Million
72,251 Added 12.46%
652,063 $43.7 Million
Q1 2023

May 15, 2023
BUY
$62.59 - $69.3 $3.23 Million - $3.57 Million
51,571 Added 9.76%
579,812 $38 Million
Q4 2022

Feb 16, 2023
BUY
$59.13 - $69.24 $30.8 Million - $36 Million
520,328 Added 6575.61%
528,241 $34.9 Million
Q4 2022

Feb 16, 2023
SELL
$59.13 - $69.24 $35.1 Billion - $41.1 Billion
-594,268,761 Reduced 100.0%
7,913 $522,000
Q4 2022

Feb 15, 2023
BUY
$59.13 - $69.24 $35.1 Billion - $41.1 Billion
593,818,240 Added 129531.89%
594,276,674 $39.2 Billion
Q3 2022

Nov 14, 2022
SELL
$58.51 - $69.02 $2.13 Million - $2.52 Million
-36,471 Reduced 7.37%
458,434 $26.8 Million
Q2 2022

Aug 15, 2022
BUY
$60.93 - $72.3 $11.5 Million - $13.6 Million
187,929 Added 61.22%
494,905 $30.9 Million
Q1 2022

May 11, 2022
BUY
$67.71 - $74.19 $2.76 Million - $3.03 Million
40,792 Added 15.32%
306,976 $21.9 Million
Q4 2021

Feb 11, 2022
BUY
$67.9 - $73.3 $1.74 Million - $1.88 Million
25,653 Added 10.67%
266,184 $19.5 Million
Q3 2021

Nov 12, 2021
BUY
$66.91 - $71.05 $2.45 Million - $2.61 Million
36,670 Added 17.99%
240,531 $16.2 Million
Q2 2021

Aug 13, 2021
BUY
$65.81 - $69.75 $2.98 Million - $3.16 Million
45,267 Added 28.54%
203,861 $13.9 Million
Q1 2021

May 14, 2021
BUY
$58.71 - $65.66 $1.2 Million - $1.34 Million
20,428 Added 14.79%
158,594 $10.4 Million
Q4 2020

Feb 12, 2021
BUY
$50.83 - $59.53 $558,926 - $654,591
10,996 Added 8.65%
138,166 $8.23 Million
Q3 2020

Nov 13, 2020
BUY
$49.44 - $54.86 $387,263 - $429,718
7,833 Added 6.56%
127,170 $6.64 Million
Q2 2020

Aug 12, 2020
SELL
$42.21 - $55.29 $159,173 - $208,498
-3,771 Reduced 3.06%
119,337 $5.98 Million
Q1 2020

May 13, 2020
BUY
$38.4 - $61.03 $1.37 Million - $2.17 Million
35,616 Added 40.71%
123,108 $5.45 Million
Q4 2019

Feb 11, 2020
BUY
$54.73 - $60.25 $554,195 - $610,091
10,126 Added 13.09%
87,492 $5.26 Million
Q3 2019

Nov 12, 2019
SELL
$56.56 - $57.5 $138,685 - $140,990
-2,452 Reduced 3.07%
77,366 $4.39 Million
Q2 2019

Aug 16, 2019
BUY
N/A
74,499 Added 1400.62%
79,818 $4.48 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-37,209 Reduced 87.49%
5,319 $4.48 Million
Q1 2019

May 16, 2019
BUY
N/A
32,919 Added 342.59%
42,528 $2.33 Million
Q1 2019

May 15, 2019
SELL
N/A
-37,175 Reduced 79.46%
9,609 $2.33 Million
Q4 2018

Feb 11, 2019
BUY
N/A
26,151 Added 126.74%
46,784 $2.31 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-326 Reduced 1.56%
20,633 $1.16 Million
Q2 2018

Aug 15, 2018
SELL
N/A
-3,717 Reduced 15.06%
20,959 $1.11 Million
Q2 2018

Aug 14, 2018
BUY
N/A
21,280 Added 626.62%
24,676 $1.36 Million
Q1 2018

May 14, 2018
BUY
N/A
1,267 Added 59.51%
3,396 $179,000
Q4 2017

Feb 13, 2018
BUY
N/A
2,129
2,129 $116,000

Others Institutions Holding SCHV

# of Institutions
963
Shares Held
342M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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.

Choose your preferred platform and Sign Up 👇 Telegram Email