Position history for MONETA GROUP INVESTMENT ADVISORS LLC's holdings in SCHWAB STRATEGIC TR
MONETA GROUP INVESTMENT ADVISORS LLC holds 35.8M shares of SCHX (SCHWAB STRATEGIC TR), worth $964.2M as of 2025-Q4. The position was increased (++3.0% shares). SCHX represents 7.3% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.
Current Value
$964.2M
Current Shares
35.8M
Total Value Change
+$450.3M
Total Shares Change
+27.8M
Other major holders of SCHX: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Increased |
| 35.8M |
+3.0% |
| $964.2M |
| 7.3% |
| $27.12 |
64 |
| 2025-Q3 | Increased | 34.8M | +5.5% | $916.1M | 7.3% | $26.19 | 65 |
| 2025-Q2 | Increased | 33M | +5.5% | $805.8M | 9.6% | $24.19 | 65 |
| 2025-Q1 | Increased | 31.2M | +19.1% | $689.7M | 9.5% | $21.77 | 72 |
| 2024-Q4 | Increased | 26.2M | +2.5% | $608.2M | 8.5% | $23.00 | 63 |
| 2024-Q3 | Increased | 25.6M | +220.2% | $579.2M | 8.4% | $22.20 | 99 |
| 2024-Q2 | Increased | 8M | +2.8% | $513.9M | 8.2% | $21.03 | 63 |