How many shares of SCHV does MONETA GROUP INVESTMENT ADVISORS LLC own?

As of 2026-Q2, MONETA GROUP INVESTMENT ADVISORS LLC holds 5.3M shares of SCHV (SCHWAB US LARGE-CAP VALUE).

What is MONETA GROUP INVESTMENT ADVISORS LLC's SCHV position worth?

As of 2026-Q2, MONETA GROUP INVESTMENT ADVISORS LLC's SCHV position is worth $184.2M.

Is MONETA GROUP INVESTMENT ADVISORS LLC buying or selling SCHV?

In 2026-Q2, MONETA GROUP INVESTMENT ADVISORS LLC increased their SCHV position (+4.5% change in shares).

When did MONETA GROUP INVESTMENT ADVISORS LLC first buy SCHV?

Based on available 13F filings, MONETA GROUP INVESTMENT ADVISORS LLC first reported a position in SCHV in 2019-Q1. They have held the position across 30 quarters.

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MONETA GROUP INVESTMENT ADVISORS LLC

SCHV
30 quarters

Position history for MONETA GROUP INVESTMENT ADVISORS LLC's holdings in SCHWAB US LARGE-CAP VALUE

Current Value

$184.2M

Current Shares

5.3M

Total Value Change

+$181.9M

Total Shares Change

+5.2M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	5.3M	+4.5%	$184.2M	1.4%	$34.81	50
2026-Q1	Increased	5.1M	+7.3%	$154.5M	1.2%	$31.74	51
2025-Q4	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
2024-Q1	Increased	1M	+36.4%	$76.4M	1.2%	$24.37	61
2023-Q4	Increased	737,117	+7.3%	$51.7M	1.0%	$22.36	50
2023-Q3	Increased	686,639	+5.3%	$44.3M	1.0%	$20.42	48
2023-Q2	Increased	652,063	+12.5%	$43.7M	1.0%	$20.93	46
2023-Q1	Increased	579,812	+9.8%	$38M	0.9%	$20.26	45
2022-Q4	Increased	528,241	+15.2%	$36.3M	1.0%	$20.53	47
2022-Q3	Decreased	458,434	-7.4%	$26.8M	1.0%	$18.33	0
2022-Q2	Increased	494,905	+61.2%	$30.9M	1.1%	$19.23	66
2022-Q1	Increased	306,976	+15.3%	$21.9M	0.9%	$22.08	46
2021-Q4	Increased	266,184	+10.7%	$19.5M	0.8%	$22.21	44
2021-Q3	Increased	240,531	+18.0%	$16.2M	0.7%	$20.68	47
2021-Q2	Increased	203,861	+28.5%	$13.9M	0.6%	$20.46	49
2021-Q1	Increased	158,594	+14.8%	$10.4M	0.5%	$19.55	45
2020-Q4	Increased	138,166	+8.7%	$8.2M	0.6%	$17.57	42
2020-Q3	Increased	127,170	+6.6%	$6.6M	0.6%	$15.30	41
2020-Q2	Decreased	119,337	-3.1%	$6M	0.6%	$14.45	0
2020-Q1	Increased	123,108	+40.7%	$5.5M	0.6%	$13.06	51
2019-Q4	Increased	87,492	+13.1%	$5.3M	0.4%	$17.21	36
2019-Q3	Decreased	77,366	-3.1%	$4.4M	0.4%	$16.05	0
2019-Q2	Increased	79,818	+87.7%	$4.5M	0.4%	$15.82	50
2019-Q1	New	42,528	-	$2.3M	0.2%	$15.32	43

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

SCHV30 quarters

SCHV
30 quarters