Moneta Group Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Moneta Group Investment Advisors LLC
- $9.24 Billion
- Q3 2024
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 3,311,151 shares of SCHV stock, worth $90.7 Million. This represents 2.88% of its overall portfolio holdings.
Number of Shares
3,311,151
Previous 1,018,008
225.26%
Holding current value
$90.7 Million
Previous $75.4 Million
252.87%
% of portfolio
2.88%
Previous 1.2%
Shares
33 transactions
Others Institutions Holding SCHV
# of Institutions
828Shares Held
111MCall Options Held
3.2KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$534 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$332 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$294 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$133 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$116 Million0.81% of portfolio