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Schwab Strategic Tr us aggregate b shares owned by Krilogy Financial

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Krilogy Financial from 13F filings

Historical chart of Krilogy Financial investment in Schwab Strategic Tr us aggregate b

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All positions including Schwab Strategic Tr us aggregate b held by Krilogy Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Krilogy Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 175k 23.37
2025-06-30 $4.3M 187k 23.24
2025-03-31 $4.5M 192k 23.16
2024-12-31 $4.3M 188k 22.70
2024-09-30 $4.3M 91k 47.52
2024-06-30 $4.3M 93k 45.58
2024-03-31 $4.7M 102k 46.00
2023-12-31 $4.7M 101k 46.62
2023-09-30 $5.4M 122k 44.23
2023-06-30 $6.0M 130k 46.16
2023-03-31 $6.9M 146k 46.91
2022-12-31 $37M 813k 45.65
2022-09-30 $41M 911k 45.31
2022-06-30 $43M 897k 47.87
2022-03-31 $47M 927k 50.57
2021-12-31 $49M 909k 53.90
2021-09-30 $55M 1.0M 54.26
2021-06-30 $56M 1.0M 54.60
2021-03-31 $50M 922k 53.95
2020-12-31 $44M 787k 56.03
2020-09-30 $39M 687k 56.08
2020-06-30 $36M 640k 56.24
2020-03-31 $16M 292k 54.27
2019-12-31 $17M 310k 53.43
2019-09-30 $17M 313k 53.85
2019-06-30 $16M 297k 53.00
2019-03-31 $34M 653k 51.88
2018-12-31 $30M 597k 50.59
2018-09-30 $34M 685k 50.25
2018-06-30 $33M 650k 50.64
2018-03-31 $32M 626k 51.02
2017-12-31 $30M 578k 52.04
2017-09-30 $28M 526k 52.36
2017-06-30 $27M 517k 52.25
2017-03-31 $24M 464k 51.50
2016-12-31 $24M 464k 51.50
2016-09-30 $18M 330k 53.67
2016-06-30 $15M 271k 53.72
2016-03-31 $14M 263k 52.82
2015-09-30 $12M 228k 52.14

More positions owned by Krilogy Financial

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
Victory Portfolios Ii Shares Free Cash (VFLO)
Ishares Tr Ibonds Dec 2032 (IBTM)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Amazon (AMZN)
Microsoft Corporation (MSFT)

View all positions for Krilogy Financial

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Rockbridge Investment Management, LCC
Honkamp Krueger Financial Services
Ameriprise Financial
Charles Schwab Trust
Financial Engines Advisors L.L.C
Total Wealth Planning
HighTower Advisors
Wealth Enhancement Advisory Services
Envestnet Asset Management
Resources Investment Advisors
Goldman Sachs Group
Kohmann Bosshard Financial Services
Pioneer Wealth Management Group
BlueSky Wealth Advisors

View all funds holding Schwab Strategic Tr us aggregate b