Position history for MONETA GROUP INVESTMENT ADVISORS LLC's holdings in SCHWAB STRATEGIC TR
MONETA GROUP INVESTMENT ADVISORS LLC holds 1.9M shares of SCHE (SCHWAB STRATEGIC TR), worth $62M as of 2025-Q4. The position was increased (++2.7% shares). SCHE represents 0.5% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.
Current Value
$62M
Current Shares
1.9M
Total Value Change
+$25.5M
Total Shares Change
+517,132
Other major holders of SCHE: XPONANCE LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 1.9M |
+2.7% |
| $62M |
| 0.5% |
| $32.77 |
36 |
| 2025-Q3 | Increased | 1.8M | +4.2% | $61.5M | 0.5% | $32.33 | 37 |
| 2025-Q2 | Increased | 1.8M | +4.5% | $53.3M | 0.6% | $29.30 | 43 |
| 2025-Q1 | Increased | 1.7M | +7.0% | $46.7M | 0.6% | $26.83 | 44 |
| 2024-Q4 | Increased | 1.6M | +3.5% | $42.1M | 0.6% | $25.98 | 43 |
| 2024-Q3 | Increased | 1.5M | +11.0% | $44.6M | 0.6% | $27.87 | 46 |
| 2024-Q2 | Increased | 1.4M | +5.5% | $36.5M | 0.6% | $25.10 | 43 |