How many shares of SCHG does MONETA GROUP INVESTMENT ADVISORS LLC own?

As of 2026-Q2, MONETA GROUP INVESTMENT ADVISORS LLC holds 6.7M shares of SCHG (SCHWAB US LARGE-CAP GROWTH).

What is MONETA GROUP INVESTMENT ADVISORS LLC's SCHG position worth?

As of 2026-Q2, MONETA GROUP INVESTMENT ADVISORS LLC's SCHG position is worth $225.5M.

Is MONETA GROUP INVESTMENT ADVISORS LLC buying or selling SCHG?

In 2026-Q2, MONETA GROUP INVESTMENT ADVISORS LLC increased their SCHG position (+3.5% change in shares).

When did MONETA GROUP INVESTMENT ADVISORS LLC first buy SCHG?

Based on available 13F filings, MONETA GROUP INVESTMENT ADVISORS LLC first reported a position in SCHG in 2019-Q1. They have held the position across 30 quarters.

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MONETA GROUP INVESTMENT ADVISORS LLC

SCHG
30 quarters

Position history for MONETA GROUP INVESTMENT ADVISORS LLC's holdings in SCHWAB US LARGE-CAP GROWTH

Current Value

$225.5M

Current Shares

6.7M

Total Value Change

+$223.4M

Total Shares Change

+6.6M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	6.7M	+3.5%	$225.5M	1.7%	$33.84	50
2026-Q1	Increased	6.4M	+12.3%	$187.4M	1.4%	$29.10	54
2025-Q4	Decreased	5.7M	-2.4%	$186.9M	1.4%	$32.55	0
2025-Q3	Increased	5.9M	+1.9%	$187.2M	1.5%	$31.81	49
2025-Q2	Increased	5.8M	+8.6%	$168.2M	2.0%	$29.09	57
2025-Q1	Increased	5.3M	+10.4%	$132.7M	1.8%	$24.91	53
2024-Q4	Decreased	4.8M	-1.2%	$133.8M	1.9%	$27.70	0
2024-Q3	Increased	4.9M	+308.0%	$126.6M	1.8%	$25.86	77
2024-Q2	Increased	1.2M	+0.1%	$120.1M	1.9%	$25.06	47
2024-Q1	Increased	1.2M	+32.8%	$110.4M	1.8%	$23.01	61
2023-Q4	Increased	896,203	+4.9%	$74.3M	1.5%	$20.57	49
2023-Q3	Increased	854,343	+0.5%	$62.1M	1.4%	$18.00	47
2023-Q2	Increased	850,392	+7.0%	$63.7M	1.4%	$18.49	50
2023-Q1	Increased	795,129	+25.1%	$51.8M	1.2%	$16.06	57
2022-Q4	Increased	635,802	+11.6%	$38.8M	1.1%	$13.70	51
2022-Q3	Decreased	569,880	-2.5%	$31.8M	1.2%	$13.71	0
2022-Q2	Increased	584,187	+72.7%	$33.9M	1.2%	$14.23	68
2022-Q1	Increased	338,332	+140.9%	$25.3M	1.0%	$18.34	65
2021-Q4	Increased	140,470	+3.3%	$23M	0.9%	$20.05	42
2021-Q3	Increased	135,951	+14.4%	$20.1M	0.9%	$18.10	46
2021-Q2	Increased	118,827	+9.7%	$17.3M	0.8%	$17.82	44
2021-Q1	Increased	108,299	+4.8%	$14.1M	0.7%	$15.83	41
2020-Q4	Decreased	103,317	-0.2%	$13.3M	1.0%	$15.65	0
2020-Q3	Increased	103,569	+8.5%	$11.9M	1.0%	$14.02	48
2020-Q2	Decreased	95,430	-0.4%	$9.7M	0.9%	$12.34	0
2020-Q1	Increased	95,844	+59.6%	$7.6M	0.8%	$9.66	55
2019-Q4	Increased	60,069	+11.7%	$5.6M	0.5%	$11.25	36
2019-Q3	Increased	53,767	+15.1%	$4.5M	0.4%	$10.10	37
2019-Q2	Increased	46,725	+81.6%	$3.9M	0.4%	$10.05	49
2019-Q1	New	25,733	-	$2M	0.2%	$9.57	43

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

SCHG30 quarters

SCHG
30 quarters