Schwab Strategic Tr us aggregate b shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 703k | 23.47 |
| 2025-06-30 | $14M | 590k | 23.24 |
| 2025-03-31 | $13M | 552k | 23.16 |
| 2024-12-31 | $12M | 529k | 22.70 |
| 2024-09-30 | $12M | 505k | 23.76 |
| 2024-06-30 | $12M | 252k | 45.58 |
| 2024-03-31 | $12M | 252k | 46.00 |
| 2023-12-31 | $12M | 252k | 46.62 |
| 2023-09-30 | $11M | 242k | 44.23 |
| 2023-06-30 | $9.7M | 210k | 46.16 |
| 2023-03-31 | $9.4M | 201k | 46.91 |
| 2022-12-31 | $9.0B | 198M | 45.65 |
| 2022-09-30 | $9.9M | 218k | 45.31 |
| 2022-06-30 | $11M | 223k | 47.87 |
| 2022-03-31 | $9.1M | 181k | 50.57 |
| 2021-12-31 | $10M | 187k | 53.90 |
| 2021-09-30 | $9.0M | 166k | 54.26 |
| 2021-06-30 | $8.1M | 148k | 54.60 |
| 2021-03-31 | $6.5M | 121k | 53.95 |
| 2020-12-31 | $5.5M | 98k | 56.03 |
| 2020-09-30 | $5.1M | 90k | 56.08 |
| 2020-06-30 | $3.6M | 64k | 56.24 |
| 2020-03-31 | $3.1M | 56k | 54.27 |
| 2019-12-31 | $2.1M | 39k | 53.43 |
| 2019-09-30 | $1.3M | 24k | 53.85 |
| 2018-06-30 | $5.0k | 100 | 50.00 |
More positions owned by Moneta Group Investment Advisors
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Top funds holding Schwab Strategic Tr us aggregate b
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