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
Other major holders of SCHG: Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC
Increased |
| 6.4M |
+12.3% |
| $187.4M |
| 1.4% |
| $30.64 |
54 |
| 2025-Q4 | Decreased | 5.7M | -2.4% | $186.9M | 1.4% | $32.88 | 0 |
| 2025-Q3 | Increased | 5.9M | +1.9% | $187.2M | 1.5% | $31.75 | 49 |
| 2025-Q2 | Increased | 5.8M | +8.6% | $168.2M | 2.0% | $28.96 | 57 |
| 2025-Q1 | Increased | 5.3M | +10.4% | $132.7M | 1.8% | $24.95 | 53 |
| 2024-Q4 | Decreased | 4.8M | -1.2% | $133.8M | 1.9% | $28.03 | 0 |
| 2024-Q3 | Increased | 4.9M | +308.0% | $126.6M | 1.8% | $25.78 | 77 |
| 2024-Q2 | Increased | 1.2M | +0.1% | $120.1M | 1.9% | $25.06 | 47 |