SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

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

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

Q4 2025
Shares 781,082 Value ($000) $18,254 Avg Close Range
Q3 2025
Shares 703,175 Value ($000) $16,504 Avg Close Range
Q2 2025
Shares 589,597 Value ($000) $13,702 Avg Close Range
Q1 2025
Shares 552,221 Value ($000) $12,789 Avg Close Range
Q4 2024
Shares 528,685 Value ($000) $12,001 Avg Close Range
Q3 2024
Shares 505,344 Value ($000) $12,007 Avg Close Range
Q2 2024
Shares 252,109 Value ($000) $11,491 Avg Close Range
Q1 2024
Shares 252,222 Value ($000) $11,602 Avg Close Range
Q4 2023
Shares 252,151 Value ($000) $11,755 Avg Close Range
Q3 2023
Shares 241,684 Value ($000) $10,690 Avg Close Range
Q2 2023
Shares 210,158 Value ($000) $9,701 Avg Close Range
Q1 2023
Shares 200,991 Value ($000) $9,428 Avg Close Range
Q4 2022
Shares 186,760 Value ($000) $8,811 Avg Close Range
Q3 2022
Shares 217,634 Value ($000) $9,861 Avg Close Range
Q2 2022
Shares 223,271 Value ($000) $10,688 Avg Close Range
Q1 2022
Shares 180,522 Value ($000) $9,129 Avg Close Range
Q4 2021
Shares 186,902 Value ($000) $10,074 Avg Close Range
Q3 2021
Shares 166,200 Value ($000) $9,018 Avg Close Range
Q2 2021
Shares 147,857 Value ($000) $8,073 Avg Close Range
Q1 2021
Shares 120,519 Value ($000) $6,502 Avg Close Range
Q4 2020
Shares 97,983 Value ($000) $5,490 Avg Close Range
Q3 2020
Shares 90,139 Value ($000) $5,055 Avg Close Range
Q2 2020
Shares 63,674 Value ($000) $3,581 Avg Close Range
Q1 2020
Shares 56,293 Value ($000) $3,055 Avg Close Range
Q4 2019
Shares 39,191 Value ($000) $2,094 Avg Close Range
Q3 2019
Shares 24,383 Value ($000) $1,313 Avg Close Range