Moneta Group Investment Advisors LLC Schwab Short Term Us Treasury Transaction History

Moneta Group Investment Advisors LLC

$12.3 Billion
Q3 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 10,525 shares of SCHO stock, worth $256,283. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,525

Previous 12,036 12.55%

Holding current value

$256,283

Previous $293,000 12.63%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$24.23 - $24.42 $36,611 - $36,898	-1,511 Reduced 12.55%	10,525 $256,000
Q2 2025 Aug 14, 2025	SELL	$24.19 - $24.45 $24,867 - $25,134	-1,028 Reduced 7.87%	12,036 $293,000
Q1 2025 May 15, 2025	BUY	$24.1 - $24.34 $5,157 - $5,208	214 Added 1.67%	13,064 $317,000
Q4 2024 Feb 11, 2025	SELL	$24.06 - $48.88 $190,146 - $386,298	-7,903 Reduced 38.08%	12,850 $309,000
Q3 2024 Nov 12, 2024	BUY	$47.93 - $49.06 $578,754 - $592,399	12,075 Added 139.14%	20,753 $1.02 Million

Q2 2024 Aug 13, 2024	SELL	$47.75 - $48.13 $46,460 - $46,830	-973 Reduced 10.08%	8,678 $417,000
Q1 2024 Aug 13, 2024	BUY	$48.05 - $48.63 $30,127 - $30,491	627 Added 6.95%	9,651 $465,000
Q4 2023 Feb 15, 2024	SELL	$47.66 - $48.45 $92,222 - $93,750	-1,935 Reduced 17.66%	9,024 $437,000
Q3 2023 Nov 15, 2023	BUY	$47.78 - $48.2 $46,203 - $46,609	967 Added 9.68%	10,959 $524,000
Q2 2023 Aug 15, 2023	BUY	$48.06 - $48.89 $209,493 - $213,111	4,359 Added 77.38%	9,992 $480,000
Q1 2023 May 15, 2023	BUY	$47.8 - $49.0 $269,257 - $276,017	5,633 New	5,633 $274,000
Q1 2022 May 11, 2022	SELL	$49.47 - $50.82 $1.02 Million - $1.05 Million	-20,708 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$50.83 - $51.21 $1.03 Million - $1.04 Million	20,325 Added 5306.79%	20,708 $1.05 Million
Q2 2018 Aug 15, 2018	BUY	N/A	383 New	383 $19,000

Others Institutions Holding SCHO

# of Institutions

705

Shares Held

323M

Call Options Held

Put Options Held

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

More about SCHO

Track This Portfolio

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.

Account

Moneta Group Investment Advisors LLC Schwab Short Term Us Treasury Transaction History