SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

MONETA GROUP INVESTMENT ADVISORS LLC's Holding History (CIK: 0001120927)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 838,743 Value ($000) $23,007 Avg Close — Range —
Q3 2025
Shares 674,487 Value ($000) $18,413 Avg Close — Range —
Q2 2025
Shares 464,941 Value ($000) $12,321 Avg Close — Range —
Q1 2025
Shares 465,162 Value ($000) $13,006 Avg Close — Range —
Q4 2024
Shares 444,265 Value ($000) $12,137 Avg Close — Range —
Q3 2024
Shares 402,109 Value ($000) $11,330 Avg Close — Range —
Q2 2024
Shares 114,871 Value ($000) $8,932 Avg Close — Range —
Q1 2024
Shares 104,352 Value ($000) $8,414 Avg Close — Range —
Q4 2023
Shares 71,745 Value ($000) $5,462 Avg Close — Range —
Q3 2023
Shares 71,025 Value ($000) $5,026 Avg Close — Range —
Q2 2023
Shares 65,011 Value ($000) $4,721 Avg Close — Range —
Q1 2023
Shares 63,779 Value ($000) $4,666 Avg Close — Range —
Q4 2022
Shares 49,752 Value ($000) $3,835 Avg Close — Range —
Q3 2022
Shares 50,218 Value ($000) $3,336 Avg Close — Range —
Q2 2022
Shares 49,784 Value ($000) $3,566 Avg Close — Range —
Q1 2022
Shares 23,336 Value ($000) $1,841 Avg Close — Range —
Q4 2021
Shares 7,163 Value ($000) $579 Avg Close — Range —
Q3 2021
Shares 5,859 Value ($000) $435 Avg Close — Range —
Q2 2021
Shares 5,607 Value ($000) $424 Avg Close — Range —
Q1 2021
Shares 5,664 Value ($000) $413 Avg Close — Range —
Q4 2020
Shares 5,067 Value ($000) $325 Avg Close — Range —
Q3 2020
Shares 4,846 Value ($000) $268 Avg Close — Range —
Q2 2020
Shares 4,657 Value ($000) $241 Avg Close — Range —
Q4 2019
Shares 3,488 Value ($000) $202 Avg Close — Range —
Q1 2019
Shares 6,121 Value ($000) $320 Avg Close — Range —
Q4 2018
Shares 6,728 Value ($000) $316 Avg Close — Range —