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

SCHXSCHX
Showing 8 of 30 quarters

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

MONETA GROUP INVESTMENT ADVISORS LLC holds 38.7M shares of SCHX (SCHWAB US LARGE-CAP ETF), worth $1.1B as of 2026-Q2. The position was increased (+3.6% shares). SCHX represents 8.4% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$1.1B

Current Shares

38.7M

Total Value Change

+$559.7M

Total Shares Change

+13.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
38.7M
+3.6%
$1.1B8.4%$29.43
64
2026-Q1
Increased
37.4M
+4.3%
$958.1M7.2%$25.57
65
2025-Q4
Increased
35.8M
+3.0%
$964.2M7.3%$26.76
64
2025-Q3
Increased
34.8M
+5.5%
$916.1M7.3%$26.12
65
2025-Q2
Increased
33M
+5.5%
$805.8M9.6%$24.17
65
2025-Q1
Increased
31.2M
+19.1%
$689.7M9.5%$21.77
72
2024-Q4
Increased
26.2M
+2.5%
$608.2M8.5%$22.79
63
2024-Q3
Increased
25.6M
+220.2%
$579.2M8.4%$22.16
99

Other major holders of SCHX: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, US BANCORP \DE\

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