Moneco Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Moneco Advisors, LLC

  • $778 Million
  • Q3 2024

A detailed history of Moneco Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Moneco Advisors, LLC holds 4,853 shares of SCHV stock, worth $131,564. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,853
Previous 5,108 4.99%
Holding current value
$131,564
Previous $378,000 3.17%
% of portfolio
0.05%
Previous 0.06%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$73.43 - $80.37 $18,724 - $20,494
-255 Reduced 4.99%
4,853 $390,000
Q2 2024

Jul 19, 2024
SELL
$71.74 - $75.86 $5,523 - $5,841
-77 Reduced 1.49%
5,108 $378,000
Q1 2024

Apr 25, 2024
BUY
$68.82 - $75.98 $3,647 - $4,026
53 Added 1.03%
5,185 $393,000
Q4 2023

Mar 13, 2024
BUY
$61.16 - $70.24 $56,939 - $65,393
931 Added 22.16%
5,132 $359,000
Q4 2023

Feb 05, 2024
BUY
$61.16 - $70.24 $56,939 - $65,393
931 Added 22.16%
5,132 $359,000
Q3 2023

Mar 13, 2024
SELL
$64.45 - $69.39 $56,651 - $60,993
-879 Reduced 17.3%
4,201 $270,000
Q3 2023

Nov 03, 2023
SELL
$64.45 - $69.39 $56,651 - $60,993
-879 Reduced 17.3%
4,201 $270,000
Q2 2023

Mar 13, 2024
SELL
$63.33 - $67.21 $3,293 - $3,494
-52 Reduced 1.01%
5,080 $340,000
Q2 2023

Aug 02, 2023
BUY
$63.33 - $67.21 $949 - $1,008
15 Added 0.3%
5,080 $340,000
Q1 2023

May 11, 2023
SELL
$62.59 - $69.3 $13,269 - $14,691
-212 Reduced 4.02%
5,065 $332,000
Q4 2022

Jan 27, 2023
SELL
$59.13 - $69.24 $7,509 - $8,793
-127 Reduced 2.35%
5,277 $348,000
Q3 2022

Nov 01, 2022
SELL
$58.51 - $69.02 $57,866 - $68,260
-989 Reduced 15.47%
5,404 $316,000
Q2 2022

Aug 10, 2022
BUY
$60.93 - $72.3 $853 - $1,012
14 Added 0.22%
6,393 $399,000
Q1 2022

May 09, 2022
BUY
$67.71 - $74.19 $812 - $890
12 Added 0.19%
6,379 $455,000
Q4 2021

Feb 08, 2022
SELL
$67.9 - $73.3 $163,367 - $176,359
-2,406 Reduced 27.43%
6,367 $454,000
Q3 2021

Nov 03, 2021
SELL
$66.91 - $71.05 $255,261 - $271,055
-3,815 Reduced 30.31%
8,773 $592,000
Q2 2021

Aug 10, 2021
SELL
$65.81 - $69.75 $146,361 - $155,124
-2,224 Reduced 15.01%
12,588 $861,000
Q1 2021

May 17, 2021
BUY
$58.71 - $65.66 $869,612 - $972,555
14,812 New
14,812 $967,000

Others Institutions Holding SCHV

# of Institutions
847
Shares Held
173M
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 Moneco Advisors, LLC Portfolio

Follow Moneco 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 Moneco Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneco Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email