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

Moneta Group Investment Advisors LLC

$7.05 Billion
Q4 2024

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 12,850 shares of SCHO stock, worth $311,484. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,850

Previous 20,753 38.08%

Holding current value

$311,484

Previous $1.02 Million 69.59%

% of portfolio

0.0%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

664

Shares Held

344M

Call Options Held

56.5K

Put Options Held

44.6K

View Full List

About SCHWAB SHORT-TERM US TREASURY

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