Back to MONETA GROUP INVESTMENT ADVISORS LLC MONETA GROUP INVESTMENT ADVISORS LLC

SCHMSCHM
Showing 8 of 30 quarters

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

MONETA GROUP INVESTMENT ADVISORS LLC holds 11.8M shares of SCHM (SCHWAB US MID CAP ETF), worth $433.9M as of 2026-Q2. The position was increased (+4.4% shares). SCHM represents 3.2% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$433.9M

Current Shares

11.8M

Total Value Change

+$234.9M

Total Shares Change

+4.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
11.8M
+4.4%
$433.9M3.2%$36.87
60
2026-Q1
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

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used