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SCHM
Showing 8 of 29 quarters

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

MONETA GROUP INVESTMENT ADVISORS LLC holds 11.3M shares of SCHM (SCHWAB STRATEGIC TR), worth $348.9M as of 2026-Q1. The position was increased (+5.6% shares). SCHM represents 2.6% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$348.9M

Current Shares

11.3M

Total Value Change

+$175.2M

Total Shares Change

+9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
11.3M
+5.6%
$348.9M2.6%$32.49
56
2025-Q4
Increased
10.7M
+6.5%
$320.8M2.4%$30.38
57
2025-Q3
Increased
10M
+5.9%
$297M2.4%$29.49
56
2025-Q2
Increased
9.5M
+6.8%
$265.5M3.2%$27.71
60
2025-Q1
Increased
8.9M
+18.5%
$232.3M3.2%$25.85
66
2024-Q4
Increased
7.5M
+4.1%
$207.3M2.9%$27.25
55
2024-Q3
Increased
7.2M
+222.1%
$199M2.9%$27.17
85
2024-Q2
Increased
2.2M
+3.3%
$173.6M2.8%$25.35
54

Other major holders of SCHM: Financial Engines Advisors L.L.C.

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