Back to MONETA GROUP INVESTMENT ADVISORS LLC MONETA GROUP INVESTMENT ADVISORS LLC

SCHGSCHG
30 quarters

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

Yes. Moneta Group Investment Advisors holds 6,662,859 shares of SCHG, worth $225.5M, as of its Q2 2026 13F filing. It increased the position by 228,663 shares (+3.6%) from Q1 2026. Moneta Group Investment Advisors has held SCHG in every 13F on record since Q1 2019, 30 quarterly filings. SCHG is 1.7% of Moneta Group Investment Advisors' reported 13F portfolio.

Current Value

$225.5M

Current Shares

6.7M

Total Value Change

+$223.4M

Total Shares Change

+6.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
6.7M
+3.5%
$225.5M1.7%$33.84
50
2026-Q1
Increased
6.4M
+12.3%
$187.4M1.4%$29.10
54
2025-Q4
Decreased
5.7M
-2.4%
$186.9M1.4%$32.55
0
2025-Q3
Increased
5.9M
+1.9%
$187.2M1.5%$31.81
49
2025-Q2
Increased
5.8M
+8.6%
$168.2M2.0%$29.09
57
2025-Q1
Increased
5.3M
+10.4%
$132.7M1.8%$24.91
53
2024-Q4
Decreased
4.8M
-1.2%
$133.8M1.9%$27.70
0
2024-Q3
Increased
4.9M
+308.0%
$126.6M1.8%$25.86
77
2024-Q2
Increased
1.2M
+0.1%
$120.1M1.9%$25.00
47
2024-Q1
Increased
1.2M
+32.8%
$110.4M1.8%$22.96
61
2023-Q4
Increased
896,203
+4.9%
$74.3M1.5%$20.52
49
2023-Q3
Increased
854,343
+0.5%
$62.1M1.4%$17.96
47
2023-Q2
Increased
850,392
+7.0%
$63.7M1.4%$18.49
50
2023-Q1
Increased
795,129
+25.1%
$51.8M1.2%$16.06
57
2022-Q4
Increased
635,802
+11.6%
$38.8M1.1%$13.67
51
2022-Q3
Decreased
569,880
-2.5%
$31.8M1.2%$13.71
0
2022-Q2
Increased
584,187
+72.7%
$33.9M1.2%$14.23
68
2022-Q1
Increased
338,332
+140.9%
$25.3M1.0%$18.34
65
2021-Q4
Increased
140,470
+3.3%
$23M0.9%$20.05
42
2021-Q3
Increased
135,951
+14.4%
$20.1M0.9%$18.10
46
2021-Q2
Increased
118,827
+9.7%
$17.3M0.8%$17.82
44
2021-Q1
Increased
108,299
+4.8%
$14.1M0.7%$15.83
41
2020-Q4
Decreased
103,317
-0.2%
$13.3M1.0%$15.65
0
2020-Q3
Increased
103,569
+8.5%
$11.9M1.0%$14.02
48
2020-Q2
Decreased
95,430
-0.4%
$9.7M0.9%$12.34
0
2020-Q1
Increased
95,844
+59.6%
$7.6M0.8%$9.66
55
2019-Q4
Increased
60,069
+11.7%
$5.6M0.5%$11.25
36
2019-Q3
Increased
53,767
+15.1%
$4.5M0.4%$10.15
37
2019-Q2
Increased
46,725
+81.6%
$3.9M0.4%$10.03
49
2019-Q1
First report
25,733
-
$2M0.2%$9.55
0

Other major holders of SCHG: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, ENVESTNET ASSET MANAGEMENT INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used