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SCHE
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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 $63.1M as of 2026-Q1. The position was increased (+1.1% shares). SCHE represents 0.5% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$63.1M

Current Shares

1.9M

Total Value Change

+$26.5M

Total Shares Change

+538,731

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.9M
+1.1%
$63.1M0.5%$33.61
36
2025-Q4
Increased
1.9M
+2.7%
$62M0.5%$32.77
36
2025-Q3
Increased
1.8M
+4.2%
$61.5M0.5%$32.33
37
2025-Q2
Increased
1.8M
+4.5%
$53.3M0.6%$29.30
43
2025-Q1
Increased
1.7M
+7.0%
$46.7M0.6%$26.83
44
2024-Q4
Increased
1.6M
+3.5%
$42.1M0.6%$25.98
43
2024-Q3
Increased
1.5M
+11.0%
$44.6M0.6%$27.87
46
2024-Q2
Increased
1.4M
+5.5%
$36.5M0.6%$25.10
43

Other major holders of SCHE: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Financial Engines Advisors L.L.C.

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