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SCHX
Showing 8 of 29 quarters

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

MONETA GROUP INVESTMENT ADVISORS LLC holds 37.4M shares of SCHX (SCHWAB STRATEGIC TR), worth $958.1M as of 2026-Q1. The position was increased (+4.3% shares). SCHX represents 7.2% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$958.1M

Current Shares

37.4M

Total Value Change

+$444.2M

Total Shares Change

+29.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
37.4M
+4.3%
$958.1M7.2%$26.83
65
2025-Q4
Increased
35.8M
+3.0%
$964.2M7.3%$27.12
64
2025-Q3
Increased
34.8M
+5.5%
$916.1M7.3%$26.19
65
2025-Q2
Increased
33M
+5.5%
$805.8M9.6%$24.19
65
2025-Q1
Increased
31.2M
+19.1%
$689.7M9.5%$21.77
72
2024-Q4
Increased
26.2M
+2.5%
$608.2M8.5%$23.00
63
2024-Q3
Increased
25.6M
+220.2%
$579.2M8.4%$22.20
99
2024-Q2
Increased
8M
+2.8%
$513.9M8.2%$21.03
63

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

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