Schwab U S Broad Market ETF shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.0M | 361k | 22.17 |
| 2024-06-30 | $3.9M | 61k | 62.87 |
| 2024-03-31 | $3.7M | 61k | 61.05 |
| 2023-12-31 | $3.1M | 57k | 55.67 |
| 2023-09-30 | $3.0M | 60k | 49.85 |
| 2023-06-30 | $2.9M | 56k | 51.70 |
| 2023-03-31 | $2.3M | 48k | 47.85 |
| 2022-12-31 | $1.9M | 40k | 47.90 |
| 2022-09-30 | $1.7M | 40k | 41.99 |
| 2022-06-30 | $1.6M | 35k | 44.19 |
| 2022-03-31 | $1.1M | 21k | 53.39 |
| 2021-12-31 | $662k | 5.9k | 113.01 |
| 2021-09-30 | $581k | 5.6k | 103.86 |
| 2021-06-30 | $502k | 4.8k | 104.28 |
| 2021-03-31 | $406k | 4.2k | 96.71 |
| 2020-12-31 | $316k | 3.5k | 90.99 |
| 2020-09-30 | $337k | 4.2k | 79.63 |
| 2020-06-30 | $232k | 3.2k | 73.46 |
| 2019-12-31 | $245k | 3.2k | 76.87 |
| 2018-06-30 | $51k | 775 | 65.81 |
More positions owned by Moneta Group Investment Advisors
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