Moneta Group Investment Advisors LLC Schwab Strategic Tr Us Large C 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 Tr Us Large C stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 7,561,281 shares of SCHX stock, worth $471 Million. This represents 8.48% of its overall portfolio holdings.

Number of Shares
7,561,281
Previous 7,231,947 4.55%
Holding current value
$471 Million
Previous $366 Million 16.54%
% of portfolio
8.48%
Previous 8.35%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 15, 2024
BUY
$48.47 - $56.6 $16 Million - $18.6 Million
329,334 Added 4.55%
7,561,281 $426 Million
Q3 2023

Nov 15, 2023
BUY
$50.36 - $54.21 $10.3 Million - $11.1 Million
205,013 Added 2.92%
7,231,947 $366 Million
Q2 2023

Aug 15, 2023
BUY
$47.67 - $52.37 $21.2 Million - $23.3 Million
444,018 Added 6.75%
7,026,934 $368 Million
Q1 2023

May 15, 2023
BUY
$44.78 - $49.41 $54.7 Million - $60.4 Million
1,221,535 Added 22.78%
6,582,916 $318 Million
Q4 2022

Feb 16, 2023
BUY
$44.01 - $48.16 $236 Million - $258 Million
5,353,468 Added 67654.09%
5,361,381 $242 Million
Q4 2022

Feb 16, 2023
BUY
$44.01 - $48.16 $348,251 - $381,090
7,913 New
7,913 $357,000
Q3 2022

Nov 14, 2022
SELL
N/A
-136,975 Reduced 2.51%
5,311,570 $225 Million
Q2 2022

Aug 15, 2022
BUY
N/A
2,086,242 Added 62.05%
5,448,545 $243 Million
Q1 2022

May 11, 2022
BUY
N/A
2,051,417 Added 156.49%
3,362,303 $181 Million
Q4 2021

Feb 11, 2022
BUY
N/A
92,036 Added 7.55%
1,310,886 $149 Million
Q3 2021

Nov 12, 2021
BUY
N/A
100,075 Added 8.95%
1,218,850 $127 Million
Q2 2021

Aug 13, 2021
BUY
N/A
58,263 Added 5.49%
1,118,775 $116 Million
Q1 2021

May 14, 2021
BUY
N/A
183,547 Added 20.93%
1,060,512 $102 Million
Q4 2020

Feb 12, 2021
BUY
N/A
27,070 Added 3.19%
876,965 $79.8 Million
Q3 2020

Nov 13, 2020
BUY
N/A
23,701 Added 2.87%
849,895 $68.5 Million
Q2 2020

Aug 12, 2020
BUY
N/A
141,476 Added 20.66%
826,194 $61.2 Million
Q1 2020

May 13, 2020
BUY
N/A
148,772 Added 27.76%
684,718 $41.9 Million
Q4 2019

Feb 11, 2020
BUY
N/A
181,752 Added 51.31%
535,946 $41.2 Million
Q3 2019

Nov 12, 2019
BUY
N/A
229,746 Added 184.61%
354,194 $25.1 Million
Q2 2019

Aug 16, 2019
BUY
N/A
113,650 Added 1052.51%
124,448 $8.74 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-52,284 Reduced 82.88%
10,798 $8.74 Million
Q1 2019

May 15, 2019
BUY
N/A
21,608 Added 52.1%
63,082 $4.27 Million
Q4 2018

Feb 11, 2019
SELL
N/A
-14,702 Reduced 26.17%
41,474 $2.48 Million
Q3 2018

Nov 13, 2018
BUY
N/A
14,054 Added 33.36%
56,176 $3.91 Million
Q2 2018

Aug 15, 2018
SELL
N/A
-2,811 Reduced 6.26%
42,122 $2.74 Million
Q2 2018

Aug 14, 2018
BUY
N/A
21,875 Added 94.87%
44,933 $3.04 Million
Q1 2018

May 14, 2018
BUY
N/A
2,395 Added 11.59%
23,058 $1.45 Million
Q4 2017

Feb 13, 2018
BUY
N/A
5,896 Added 39.93%
20,663 $1.32 Million
Q3 2017

Nov 13, 2017
BUY
N/A
14,767
14,767 $887,000

Others Institutions Holding SCHX

# of Institutions
1,254
Shares Held
427M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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