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 25,610,568 shares of SCHX stock, worth $599 Million. This represents 18.81% of its overall portfolio holdings.
Number of Shares
25,610,568
Previous 7,998,743
220.18%
Holding current value
$599 Million
Previous $514 Million
238.12%
% of portfolio
18.81%
Previous 8.19%
Shares
32 transactions
Others Institutions Holding SCHX
# of Institutions
1,351Shares Held
348MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$653 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$482 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$326 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$289 Million1.12% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$249 Million28.24% of portfolio