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SCHG
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Position history for MONETA GROUP INVESTMENT ADVISORS LLC's holdings in SCHWAB STRATEGIC TR

MONETA GROUP INVESTMENT ADVISORS LLC holds 6.4M shares of SCHG (SCHWAB STRATEGIC TR), worth $187.4M as of 2026-Q1. The position was increased (+12.3% shares). SCHG represents 1.4% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$187.4M

Current Shares

6.4M

Total Value Change

+$67.3M

Total Shares Change

+5.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
6.4M
+12.3%
$187.4M1.4%$30.64
54
2025-Q4
Decreased
5.7M
-2.4%
$186.9M1.4%$32.88
0
2025-Q3
Increased
5.9M
+1.9%
$187.2M1.5%$31.75
49
2025-Q2
Increased
5.8M
+8.6%
$168.2M2.0%$28.96
57
2025-Q1
Increased
5.3M
+10.4%
$132.7M1.8%$24.95
53
2024-Q4
Decreased
4.8M
-1.2%
$133.8M1.9%$28.03
0
2024-Q3
Increased
4.9M
+308.0%
$126.6M1.8%$25.78
77
2024-Q2
Increased
1.2M
+0.1%
$120.1M1.9%$25.06
47

Other major holders of SCHG: ENVESTNET ASSET MANAGEMENT INC, Financial Engines Advisors L.L.C.

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