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 $55.7M as of 2025-Q4. The position was decreased (-0.1% shares). SCHA represents 0.4% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.
Current Value
$55.7M
Current Shares
2M
Total Value Change
+$22.9M
Total Shares Change
+1.3M
Other major holders of SCHA: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Decreased |
| 2M |
-0.1% |
| $55.7M |
| 0.4% |
| $28.73 |
0 |
| 2025-Q3 | Increased | 2M | +2.5% | $54.6M | 0.4% | $27.74 | 36 |
| 2025-Q2 | Increased | 1.9M | +26.7% | $48.3M | 0.6% | $25.08 | 51 |
| 2025-Q1 | Increased | 1.5M | +5.0% | $35.3M | 0.5% | $23.22 | 36 |
| 2024-Q4 | Increased | 1.4M | +1.3% | $37.1M | 0.5% | $25.50 | 41 |
| 2024-Q3 | Increased | 1.4M | +105.2% | $36.5M | 0.5% | $25.20 | 66 |
| 2024-Q2 | Increased | 690,673 | +0.8% | $32.8M | 0.5% | $23.19 | 41 |