Position history for MONETA GROUP INVESTMENT ADVISORS LLC's holdings in SCHWAB STRATEGIC TR
MONETA GROUP INVESTMENT ADVISORS LLC holds 4.7M shares of SCHV (SCHWAB STRATEGIC TR), worth $139.8M as of 2025-Q4. The position was decreased (-0.3% shares). SCHV represents 1.1% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.
Current Value
$139.8M
Current Shares
4.7M
Total Value Change
+$64.4M
Total Shares Change
+3.7M
Other major holders of SCHV: Kestra Advisory Services, LLC, Financial Engines Advisors L.L.C.
Decreased |
| 4.7M |
-0.3% |
| $139.8M |
| 1.1% |
| $29.84 |
0 |
| 2025-Q3 | Increased | 4.7M | +4.2% | $137.8M | 1.1% | $28.87 | 50 |
| 2025-Q2 | Increased | 4.5M | +18.4% | $125.8M | 1.5% | $27.25 | 56 |
| 2025-Q1 | Increased | 3.8M | +12.0% | $102M | 1.4% | $25.90 | 53 |
| 2024-Q4 | Increased | 3.4M | +3.5% | $89.3M | 1.3% | $25.40 | 49 |
| 2024-Q3 | Increased | 3.3M | +225.3% | $88.7M | 1.3% | $25.98 | 76 |
| 2024-Q2 | Increased | 1M | +1.2% | $75.4M | 1.2% | $23.90 | 47 |