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SCHA
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Position history for MONETA GROUP INVESTMENT ADVISORS LLC's holdings in SCHWAB STRATEGIC TR

MONETA GROUP INVESTMENT ADVISORS LLC holds 2M shares of SCHA (SCHWAB STRATEGIC TR), worth $58.9M as of 2026-Q1. The position was increased (+3.6% shares). SCHA represents 0.4% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$58.9M

Current Shares

2M

Total Value Change

+$26.1M

Total Shares Change

+1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2M
+3.6%
$58.9M0.4%$30.18
36
2025-Q4
Decreased
2M
-0.1%
$55.7M0.4%$28.73
0
2025-Q3
Increased
2M
+2.5%
$54.6M0.4%$27.74
36
2025-Q2
Increased
1.9M
+26.7%
$48.3M0.6%$25.08
51
2025-Q1
Increased
1.5M
+5.0%
$35.3M0.5%$23.22
36
2024-Q4
Increased
1.4M
+1.3%
$37.1M0.5%$25.50
41
2024-Q3
Increased
1.4M
+105.2%
$36.5M0.5%$25.20
66
2024-Q2
Increased
690,673
+0.8%
$32.8M0.5%$23.19
41

Other major holders of SCHA: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, BANK OF AMERICA CORP /DE/, Empower Advisory Group, LLC

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