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SCHASCHA
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Position history for MONETA GROUP INVESTMENT ADVISORS LLCMONETA GROUP INVESTMENT ADVISORS LLC's holdings in SCHWAB US SMALL-CAP ETF

MONETA GROUP INVESTMENT ADVISORS LLC holds 2.1M shares of SCHA (SCHWAB US SMALL-CAP ETF), worth $75.5M as of 2026-Q2. The position was increased (+3.2% shares). SCHA represents 0.6% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$75.5M

Current Shares

2.1M

Total Value Change

+$39M

Total Shares Change

+672,759

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.1M
+3.2%
$75.5M0.6%$36.13
43
2026-Q1
Increased
2M
+3.6%
$58.9M0.4%$29.00
36
2025-Q4
Decreased
2M
-0.1%
$55.7M0.4%$28.36
0
2025-Q3
Increased
2M
+2.5%
$54.6M0.4%$27.66
36
2025-Q2
Increased
1.9M
+26.7%
$48.3M0.6%$25.00
51
2025-Q1
Increased
1.5M
+5.0%
$35.3M0.5%$23.08
36
2024-Q4
Increased
1.4M
+1.3%
$37.1M0.5%$25.41
41
2024-Q3
Increased
1.4M
+105.2%
$36.5M0.5%$25.15
66

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

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