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

MONETA GROUP INVESTMENT ADVISORS LLC holds 5.1M shares of SCHV (SCHWAB STRATEGIC TR), worth $154.5M as of 2026-Q1. The position was increased (+7.3% shares). SCHV represents 1.2% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$154.5M

Current Shares

5.1M

Total Value Change

+$79.1M

Total Shares Change

+4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
5.1M
+7.3%
$154.5M1.2%$31.74
51
2025-Q4
Decreased
4.7M
-0.3%
$139.8M1.1%$29.84
0
2025-Q3
Increased
4.7M
+4.2%
$137.8M1.1%$28.87
50
2025-Q2
Increased
4.5M
+18.4%
$125.8M1.5%$27.25
56
2025-Q1
Increased
3.8M
+12.0%
$102M1.4%$25.90
53
2024-Q4
Increased
3.4M
+3.5%
$89.3M1.3%$25.40
49
2024-Q3
Increased
3.3M
+225.3%
$88.7M1.3%$25.98
76
2024-Q2
Increased
1M
+1.2%
$75.4M1.2%$23.90
47

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

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