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SCHHSCHH
30 quarters

Position history for MONETA GROUP INVESTMENT ADVISORS LLCMONETA GROUP INVESTMENT ADVISORS LLC's holdings in SCHWAB US REIT ETF

MONETA GROUP INVESTMENT ADVISORS LLC holds 1.1M shares of SCHH (SCHWAB US REIT ETF), worth $26.3M as of 2026-Q2. The position was increased (+4.2% shares). SCHH represents 0.2% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$26.3M

Current Shares

1.1M

Total Value Change

+$8.2M

Total Shares Change

+702,676

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.1M
+4.2%
$26.3M0.2%$23.68
36
2026-Q1
Increased
1.1M
+0.5%
$22.9M0.2%$22.99
34
2025-Q4
Decreased
1.1M
-1.0%
$22.1M0.2%$21.04
0
2025-Q3
Decreased
1.1M
-7.7%
$23.1M0.2%$21.20
0
2025-Q2
Increased
1.2M
+3.7%
$24.5M0.3%$20.62
36
2025-Q1
Decreased
1.1M
-0.1%
$24M0.3%$20.77
0
2024-Q4
Increased
1.1M
+1.6%
$23.6M0.3%$20.23
35
2024-Q3
Decreased
1.1M
-4.2%
$25.5M0.4%$22.09
0
2024-Q2
Decreased
1.1M
-19.8%
$23M0.4%$19.06
0
2024-Q1
Decreased
1.4M
-7.3%
$29.1M0.5%$19.19
0
2023-Q4
Increased
1.5M
+1.1%
$32M0.6%$19.47
41
2023-Q3
Decreased
1.5M
-27.7%
$27.1M0.6%$16.50
0
2023-Q2
Decreased
2.1M
-30.3%
$41.3M0.9%$17.91
0
2023-Q1
Decreased
3M
-1.4%
$59.1M1.4%$17.42
0
2022-Q4
Decreased
3.1M
-7.0%
$65.2M1.8%$17.51
0
2022-Q3
Decreased
3.3M
-4.5%
$61.8M2.4%$16.61
0
2022-Q2
Increased
3.5M
+30.6%
$73.1M2.5%$18.89
64
2022-Q1
Increased
2.7M
+107.3%
$66M2.6%$22.36
82
2021-Q4
Increased
1.3M
+6.2%
$67.4M2.7%$23.30
54
2021-Q3
Increased
1.2M
+9.9%
$55M2.5%$20.44
55
2021-Q2
Increased
1.1M
+5.5%
$50.2M2.3%$20.16
53
2021-Q1
Increased
1M
+12.6%
$42.7M2.3%$18.05
56
2020-Q4
Increased
921,859
+1.0%
$35M2.5%$16.37
50
2020-Q3
Increased
912,383
+7.5%
$32.3M2.8%$15.18
53
2020-Q2
Increased
849,035
+11.1%
$29.9M2.8%$14.86
55
2020-Q1
Decreased
764,508
-12.8%
$25M2.6%$14.12
0
2019-Q4
Increased
876,849
+15.4%
$40.3M3.4%$19.29
61
2019-Q3
Increased
759,953
+47.7%
$35.8M3.4%$19.68
73
2019-Q2
Increased
514,514
+26.4%
$22.9M2.3%$18.43
60
2019-Q1
New
406,977
-
$18.1M1.9%$18.29
65

Other major holders of SCHH: BNP PARIBAS FINANCIAL MARKETS, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Financial Engines Advisors L.L.C.

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