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 3,311,151 shares of SCHV stock, worth $87.2 Million. This represents 2.88% of its overall portfolio holdings.

Number of Shares

3,311,151

Previous 1,018,008 225.26%

Holding current value

$87.2 Million

Previous $75.4 Million 252.87%

% of portfolio

2.88%

Previous 1.2%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$73.43 - $80.37 $168 Million - $184 Million	2,293,143 Added 225.26%	3,311,151 $266 Million
Q2 2024 Aug 13, 2024	BUY	$71.74 - $75.86 $880,393 - $930,953	12,272 Added 1.22%	1,018,008 $75.4 Million
Q1 2024 Aug 13, 2024	BUY	$68.82 - $75.98 $18.5 Million - $20.4 Million	268,619 Added 36.44%	1,005,736 $76.4 Million
Q4 2023 Feb 15, 2024	BUY	$61.16 - $70.24 $3.09 Million - $3.55 Million	50,478 Added 7.35%	737,117 $51.7 Million
Q3 2023 Nov 15, 2023	BUY	$64.45 - $69.39 $2.23 Million - $2.4 Million	34,576 Added 5.3%	686,639 $44.3 Million
Q2 2023 Aug 15, 2023	BUY	$63.33 - $67.21 $4.58 Million - $4.86 Million	72,251 Added 12.46%	652,063 $43.7 Million
Q1 2023 May 15, 2023	BUY	$62.59 - $69.3 $3.23 Million - $3.57 Million	51,571 Added 9.76%	579,812 $38 Million
Q4 2022 Feb 16, 2023	SELL	$59.13 - $69.24 $35.1 Billion - $41.1 Billion	-594,268,761 Reduced 100.0%	7,913 $522,000
Q4 2022 Feb 16, 2023	BUY	$59.13 - $69.24 $30.8 Million - $36 Million	520,328 Added 6575.61%	528,241 $34.9 Million
Q4 2022 Feb 15, 2023	BUY	$59.13 - $69.24 $35.1 Billion - $41.1 Billion	593,818,240 Added 129531.89%	594,276,674 $39.2 Billion
Q3 2022 Nov 14, 2022	SELL	$58.51 - $69.02 $2.13 Million - $2.52 Million	-36,471 Reduced 7.37%	458,434 $26.8 Million
Q2 2022 Aug 15, 2022	BUY	$60.93 - $72.3 $11.5 Million - $13.6 Million	187,929 Added 61.22%	494,905 $30.9 Million
Q1 2022 May 11, 2022	BUY	$67.71 - $74.19 $2.76 Million - $3.03 Million	40,792 Added 15.32%	306,976 $21.9 Million
Q4 2021 Feb 11, 2022	BUY	$67.9 - $73.3 $1.74 Million - $1.88 Million	25,653 Added 10.67%	266,184 $19.5 Million
Q3 2021 Nov 12, 2021	BUY	$66.91 - $71.05 $2.45 Million - $2.61 Million	36,670 Added 17.99%	240,531 $16.2 Million
Q2 2021 Aug 13, 2021	BUY	$65.81 - $69.75 $2.98 Million - $3.16 Million	45,267 Added 28.54%	203,861 $13.9 Million
Q1 2021 May 14, 2021	BUY	$58.71 - $65.66 $1.2 Million - $1.34 Million	20,428 Added 14.79%	158,594 $10.4 Million
Q4 2020 Feb 12, 2021	BUY	$50.83 - $59.53 $558,926 - $654,591	10,996 Added 8.65%	138,166 $8.23 Million
Q3 2020 Nov 13, 2020	BUY	$49.44 - $54.86 $387,263 - $429,718	7,833 Added 6.56%	127,170 $6.64 Million
Q2 2020 Aug 12, 2020	SELL	$42.21 - $55.29 $159,173 - $208,498	-3,771 Reduced 3.06%	119,337 $5.98 Million
Q1 2020 May 13, 2020	BUY	$38.4 - $61.03 $1.37 Million - $2.17 Million	35,616 Added 40.71%	123,108 $5.45 Million
Q4 2019 Feb 11, 2020	BUY	$54.73 - $60.25 $554,195 - $610,091	10,126 Added 13.09%	87,492 $5.26 Million
Q3 2019 Nov 12, 2019	SELL	$56.56 - $57.5 $138,685 - $140,990	-2,452 Reduced 3.07%	77,366 $4.39 Million
Q2 2019 Aug 16, 2019	BUY	N/A	74,499 Added 1400.62%	79,818 $4.48 Million
Q2 2019 Aug 13, 2019	SELL	N/A	-37,209 Reduced 87.49%	5,319 $4.48 Million
Q1 2019 May 16, 2019	BUY	N/A	32,919 Added 342.59%	42,528 $2.33 Million
Q1 2019 May 15, 2019	SELL	N/A	-37,175 Reduced 79.46%	9,609 $2.33 Million
Q4 2018 Feb 11, 2019	BUY	N/A	26,151 Added 126.74%	46,784 $2.31 Million
Q3 2018 Nov 13, 2018	SELL	N/A	-326 Reduced 1.56%	20,633 $1.16 Million
Q2 2018 Aug 15, 2018	SELL	N/A	-3,717 Reduced 15.06%	20,959 $1.11 Million
Q2 2018 Aug 14, 2018	BUY	N/A	21,280 Added 626.62%	24,676 $1.36 Million
Q1 2018 May 14, 2018	BUY	N/A	1,267 Added 59.51%	3,396 $179,000
Q4 2017 Feb 13, 2018	BUY	N/A	2,129	2,129 $116,000

Others Institutions Holding SCHV

# of Institutions

836

Shares Held

112M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

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 Strategic Tr Us Large C Transaction History