MONETA GROUP INVESTMENT ADVISORS LLC - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 647 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.

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Quarter-by-quarter ownership
MONETA GROUP INVESTMENT ADVISORS LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$5,025,701
+6.5%
71,025
+9.3%
0.11%
+8.6%
Q2 2023$4,721,068
+1.2%
65,011
+1.9%
0.10%
-6.2%
Q1 2023$4,666,079
+21.7%
63,779
+28.2%
0.11%
+6.7%
Q4 2022$3,834,919
+15.0%
49,752
-0.9%
0.10%
-17.3%
Q3 2022$3,336,000
-6.4%
50,218
+0.9%
0.13%
+4.1%
Q2 2022$3,566,000
+93.7%
49,784
+113.3%
0.12%
+69.4%
Q1 2022$1,841,000
+218.0%
23,336
+225.8%
0.07%
+200.0%
Q4 2021$579,000
+33.1%
7,163
+22.3%
0.02%
+20.0%
Q3 2021$435,000
+2.6%
5,859
+4.5%
0.02%0.0%
Q2 2021$424,000
+2.7%
5,607
-1.0%
0.02%
-9.1%
Q1 2021$413,000
+27.1%
5,664
+11.8%
0.02%
-4.3%
Q4 2020$325,000
+21.3%
5,067
+4.6%
0.02%0.0%
Q3 2020$268,000
+11.2%
4,846
+4.1%
0.02%0.0%
Q2 2020$241,000
+19.3%
4,657
+33.5%
0.02%
+35.3%
Q4 2019$202,000
-36.9%
3,488
-43.0%
0.02%
-48.5%
Q1 2019$320,000
+1.3%
6,121
-9.0%
0.03%
-13.2%
Q4 2018$316,000
+2006.7%
6,728
+2142.7%
0.04%
+1800.0%
Q2 2018$15,000–300–0.00%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2020
NameSharesValueWeighting ↓
Keystone Financial Planning, Inc. 1,007,436$81,431,00027.74%
Orgel Wealth Management, LLC 3,063,799$247,647,00023.91%
Kellett Wealth Advisors, LLC 341,745$27,623,00021.14%
WFA Asset Management Corp 374,555$30,275,31519.76%
HHM Wealth Advisors, LLC 1,007,816$81,462,00019.66%
Reitz Capital Advisors LLC 338,201$25,574,00018.04%
AllGen Financial Advisors, Inc. 291,226$23,539,83517.45%
Legacy Financial Strategies, LLC 499,154$40,347,00017.44%
McCarthy Asset Management, Inc. 303,827$24,552,00016.88%
Members Advisory Group LLC 313,288$25,327,00016.72%
View complete list of SCHWAB STRATEGIC TR shareholders