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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 STRATEGIC TR

MONETA GROUP INVESTMENT ADVISORS LLC holds 2.1M shares of SCHA (SCHWAB STRATEGIC TR), 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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