MONECO Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

MONECO Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$482K	Buy	16,642 +1,207	+8%	+$33.8K	0.03%	373
2026 Q1	$387K	Buy	15,435 +8	+0.1%	+$210	0.03%	358
2025 Q4	$405K	Buy	15,427 +2,629	+21%	+$68.4K	0.03%	342
2025 Q3	$329K	Hold	12,798	–	–	0.03%	381
2025 Q2	$305K	Hold	12,798	–	–	0.03%	378
2025 Q1	$276K	Hold	12,798	–	–	0.03%	382
2024 Q4	$291K	Hold	12,798	–	–	0.03%	376
2024 Q3	$284K	Hold	12,798	–	–	0.04%	353
2024 Q2	$268K	Hold	12,798	–	–	0.04%	344
2024 Q1	$260K	Hold	12,798	–	–	0.04%	342
2023 Q4	$237K	Hold	12,798	–	–	0.05%	330
2023 Q3	$213K	Hold	12,798	–	–	0.06%	311
2023 Q2	$221K	Hold	12,798	–	–	0.06%	305
2023 Q1	$204K	Buy	+12,798	New	+$200K	0.06%	309
2022 Q2	–	Sell	-12,798	Closed	-$228K	–	261
2022 Q1	$228K	Hold	12,798	–	–	0.08%	221
2021 Q4	$224K	Hold	12,798	–	–	0.08%	222
2021 Q3	$222K	Hold	12,798	–	–	0.09%	228
2021 Q2	$222K	Hold	12,798	–	–	0.1%	201
2021 Q1	$206K	Buy	+12,798	New	+$202K	0.1%	208

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

MONECO Advisors's SCHB Position: Q2 2026 in Review

MONECO Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 7.8% in Q2 2026, buying an estimated $33.8K and bringing the position to 16,642 shares worth $482K. The position accounts for 0.03% of the portfolio, ranked #373.

MONECO Advisors first reported a position in SCHB in Q1 2021 and has held it in 19 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

MONECO Advisors held 16,642 shares of Schwab US Broad Market ETF worth $482K as of Q2 2026.
MONECO Advisors bought 1,207 Schwab US Broad Market ETF shares in Q2 2026, an estimated $33.8K.
Schwab US Broad Market ETF made up 0.03% of MONECO Advisors's portfolio in Q2 2026, its #373 holding.
MONECO Advisors first reported a position in Schwab US Broad Market ETF in Q1 2021 and has held it in 19 quarters since.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.