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Moneta Group Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Moneta Group Investment 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 		$11M Sell
379,866
-9,447
-2% -$264K 0.08% 117
2026
Q1 		$9.77M Buy
389,313
+1,992
+0.5% +$52.3K 0.07% 113
2025
Q4 		$10.2M Sell
387,321
-22,774
-6% -$593K 0.08% 113
2025
Q3 		$10.5M Buy
410,095
+17,689
+5% +$438K 0.08% 109
2025
Q2 		$9.35M Buy
392,406
+32,255
+9% +$711K 0.11% 103
2025
Q1 		$7.75M Sell
360,151
-6,071
-2% -$138K 0.11% 107
2024
Q4 		$8.31M Sell
366,222
-715,872
-66% -$16.4M 0.12% 104
2024
Q3 		$8M Buy
1,082,094
+897,780
+487% +$19.2M 0.12% 104
2024
Q2 		$3.86M Buy
184,314
+873
+0.5% +$17.7K 0.06% 140
2024
Q1 		$3.73M Buy
183,441
+13,872
+8% +$268K 0.06% 140
2023
Q4 		$3.15M Sell
169,569
-9,675
-5% -$167K 0.06% 140
2023
Q3 		$2.98M Buy
179,244
+9,903
+6% +$171K 0.07% 136
2023
Q2 		$2.92M Buy
169,341
+24,321
+17% +$396K 0.06% 143
2023
Q1 		$2.31M Buy
145,020
+25,722
+22% +$402K 0.06% 149
2022
Q4 		$1.9M Sell
119,298
-2,016
-2% -$30.3K 0.05% 152
2022
Q3 		$1.7M Buy
121,314
+15,339
+14% +$239K 0.06% 147
2022
Q2 		$1.56M Buy
105,975
+43,266
+69% +$694K 0.05% 162
2022
Q1 		$1.12M Buy
62,709
+27,561
+78% +$484K 0.04% 187
2021
Q4 		$662K Buy
35,148
+1,584
+5% +$29.1K 0.03% 256
2021
Q3 		$581K Buy
33,564
+4,680
+16% +$83.2K 0.03% 262
2021
Q2 		$502K Buy
28,884
+3,696
+15% +$62.6K 0.02% 285
2021
Q1 		$406K Buy
25,188
+4,350
+21% +$68.6K 0.02% 285
2020
Q4 		$316K Sell
20,838
-4,554
-18% -$64.9K 0.02% 249
2020
Q3 		$337K Buy
25,392
+6,444
+34% +$84.7K 0.03% 213
2020
Q2 		$232K Buy
+18,948
New +$218K 0.02% 225
2020
Q1 		– Sell
-19,122
Closed -$245K – 282
2019
Q4 		$245K Buy
+19,122
New +$235K 0.02% 220

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
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
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
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

Moneta Group Investment Advisors's SCHB Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 2.4% in Q2 2026, selling an estimated $264K and leaving 379,866 shares worth $11M. The position accounts for 0.08% of the portfolio, ranked #117.

Moneta Group Investment Advisors first reported a position in SCHB in Q4 2019 and has held it in 26 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Moneta Group Investment Advisors held 379,866 shares of Schwab US Broad Market ETF worth $11M as of Q2 2026.
  • Moneta Group Investment Advisors sold 9,447 Schwab US Broad Market ETF shares in Q2 2026, an estimated $264K.
  • Schwab US Broad Market ETF made up 0.08% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #117 holding.
  • Moneta Group Investment Advisors first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.