MONETA GROUP INVESTMENT ADVISORS LLC
Position in SCHW — Schwab Charles Corp
CIK 1120927
ST LOUIS, MO
Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,919,145
-$424,287 QoQ
Shares Held
31,637
-11.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#810
of 2,314 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $20,228,912 across 11 Capital Markets names. SCHW ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
117,972 | $5,394,859 | |
| 2 | GS |
Goldman Sachs Group Inc
|
4,443 | $4,493,516 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
31,637 | $2,919,145 | |
| 4 | SF |
Stifel Financial Corp
|
41,744 | $2,912,478 | |
| 5 | MS |
Morgan Stanley
|
12,594 | $2,632,649 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
3,667 | $491,854 | |
| 7 | ETOR |
eToro Group Ltd.
|
11,461 | $452,365 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
30,443 | $405,196 |
All Filings in SCHW
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,919,145 | 31,637 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,343,432 | 35,576 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,527,722 | 35,309 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,461,742 | 36,260 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,188,199 | 34,943 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,191,502 | 53,545 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,680,022 | 63,235 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,034,246 | 77,677 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,052,822 | 82,139 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,462,493 | 89,335 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $6,087,836 | 88,486 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $4,360,322 | 79,423 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $4,287,671 | 75,647 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $547,999 | 10,462 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $491,317 | 5,901 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $423,026 | 5,886 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $411,996 | 6,521 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $293,988 | 3,487 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $325,971 | 3,876 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $237,021 | 3,254 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $265,028 | 3,640 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $236,016 | 3,621 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||