Schwab Strategic Tr us lrg cap etf shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment Advisors investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $579M | 26M | 22.62 |
| 2024-06-30 | $514M | 8.0M | 64.25 |
| 2024-03-31 | $483M | 7.8M | 62.06 |
| 2023-12-31 | $427M | 7.6M | 56.40 |
| 2023-09-30 | $366M | 7.2M | 50.60 |
| 2023-06-30 | $368M | 7.0M | 52.37 |
| 2023-03-31 | $318M | 6.6M | 48.37 |
| 2022-12-31 | $258M | 5.4M | 48.13 |
| 2022-09-30 | $225M | 5.3M | 42.35 |
| 2022-06-30 | $243M | 5.4M | 44.66 |
| 2022-03-31 | $181M | 3.4M | 53.85 |
| 2021-12-31 | $149M | 1.3M | 113.82 |
| 2021-09-30 | $127M | 1.2M | 104.03 |
| 2021-06-30 | $116M | 1.1M | 103.97 |
| 2021-03-31 | $102M | 1.1M | 96.03 |
| 2020-12-31 | $80M | 877k | 90.95 |
| 2020-09-30 | $69M | 850k | 80.63 |
| 2020-06-30 | $61M | 826k | 74.10 |
| 2020-03-31 | $42M | 685k | 61.25 |
| 2019-12-31 | $41M | 536k | 76.81 |
| 2019-09-30 | $25M | 354k | 70.93 |
| 2019-06-30 | $8.7M | 11k | 808.95 |
| 2019-03-31 | $4.3M | 63k | 67.61 |
| 2018-12-31 | $2.5M | 42k | 59.70 |
| 2018-09-30 | $3.9M | 56k | 69.57 |
| 2018-06-30 | $2.7M | 42k | 65.00 |
| 2018-03-31 | $1.5M | 23k | 63.06 |
| 2017-12-31 | $1.3M | 21k | 63.79 |
| 2017-09-30 | $887k | 15k | 60.07 |
| 2017-06-30 | $608k | 11k | 57.80 |
| 2017-03-31 | $396k | 7.0k | 56.33 |
| 2016-12-31 | $344k | 6.5k | 53.33 |
| 2016-09-30 | $274k | 5.3k | 51.55 |
| 2016-06-30 | $226k | 4.5k | 49.69 |
| 2016-03-31 | $221k | 4.5k | 48.73 |
| 2015-09-30 | $177k | 3.9k | 45.89 |
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