Position history for MONETA GROUP INVESTMENT ADVISORS LLC's holdings in SCHWAB STRATEGIC TR
MONETA GROUP INVESTMENT ADVISORS LLC holds 10.7M shares of SCHM (SCHWAB STRATEGIC TR), worth $320.8M as of 2025-Q4. The position was increased (++6.5% shares). SCHM represents 2.4% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.
Current Value
$320.8M
Current Shares
10.7M
Total Value Change
+$147.2M
Total Shares Change
+8.4M
Other major holders of SCHM: Kestra Advisory Services, LLC, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Financial Engines Advisors L.L.C.
Increased |
| 10.7M |
+6.5% |
| $320.8M |
| 2.4% |
| $30.38 |
57 |
| 2025-Q3 | Increased | 10M | +5.9% | $297M | 2.4% | $29.49 | 56 |
| 2025-Q2 | Increased | 9.5M | +6.8% | $265.5M | 3.2% | $27.71 | 60 |
| 2025-Q1 | Increased | 8.9M | +18.5% | $232.3M | 3.2% | $25.85 | 66 |
| 2024-Q4 | Increased | 7.5M | +4.1% | $207.3M | 2.9% | $27.25 | 55 |
| 2024-Q3 | Increased | 7.2M | +222.1% | $199M | 2.9% | $27.17 | 85 |
| 2024-Q2 | Increased | 2.2M | +3.3% | $173.6M | 2.8% | $25.35 | 54 |