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Moneta Group Investment Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Moneta Group Investment Advisors’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.76M Sell
166,124
-8,602
-5% -$416K 0.06% 123
2025
Q4 		$7.96M Sell
174,726
-3,984
-2% -$181K 0.06% 122
2025
Q3 		$8.13M Sell
178,710
-984
-0.5% -$43.2K 0.06% 121
2025
Q2 		$7.65M Buy
179,694
+12,131
+7% +$470K 0.09% 113
2025
Q1 		$6.01M Buy
167,563
+13,314
+9% +$475K 0.08% 120
2024
Q4 		$5.3M Sell
154,249
-600
-0.4% -$21.9K 0.07% 123
2024
Q3 		$5.97M Sell
154,849
-21,502
-12% -$792K 0.09% 115
2024
Q2 		$6.27M Sell
176,351
-890
-0.5% -$31.7K 0.1% 107
2024
Q1 		$6.35M Buy
177,241
+41,138
+30% +$1.41M 0.1% 110
2023
Q4 		$4.75M Sell
136,103
-2,004
-1% -$65K 0.09% 112
2023
Q3 		$4.45M Buy
138,107
+13,846
+11% +$469K 0.1% 110
2023
Q2 		$4.2M Sell
124,261
-1,904
-2% -$64.4K 0.09% 115
2023
Q1 		$4.25M Buy
126,165
+8,374
+7% +$279K 0.1% 108
2022
Q4 		$4.02M Sell
117,791
-32,659
-22% -$995K 0.11% 110
2022
Q3 		$4.17M Sell
150,450
-13,495
-8% -$425K 0.16% 91
2022
Q2 		$5.12M Buy
163,945
+40,216
+33% +$1.39M 0.17% 88
2022
Q1 		$4.7M Buy
123,729
+3,450
+3% +$132K 0.18% 88
2021
Q4 		$4.92M Buy
120,279
+18,641
+18% +$777K 0.2% 83
2021
Q3 		$4.22M Buy
101,638
+9,739
+11% +$414K 0.19% 80
2021
Q2 		$3.82M Buy
91,899
+10,950
+14% +$457K 0.18% 96
2021
Q1 		$3.19M Buy
80,949
+5,942
+8% +$232K 0.17% 95
2020
Q4 		$2.82M Buy
75,007
+2,582
+4% +$90.1K 0.2% 84
2020
Q3 		$2.36M Sell
72,425
-2,753
-4% -$88K 0.21% 83
2020
Q2 		$2.22M Sell
75,178
-14,576
-16% -$403K 0.21% 79
2020
Q1 		$2.19M Sell
89,754
-203
-0.2% -$6.24K 0.23% 73
2019
Q4 		$3.12M Buy
89,957
+4,580
+5% +$153K 0.26% 63
2019
Q3 		$2.71M Buy
85,377
+8,600
+11% +$274K 0.25% 71
2019
Q2 		$2.51M Sell
76,777
-40,649
-35% -$1.32M 0.25% 70
2019
Q1 		$3.79M Buy
117,426
+11,825
+11% +$373K 0.4% 48
2018
Q4 		$3.07M Buy
105,601
+41,918
+66% +$1.34M 0.37% 52
2018
Q3 		$2.27M Buy
63,683
+36,787
+137% +$1.31M 0.23% 72
2018
Q2 		$970K Buy
26,896
+7,835
+41% +$290K 0.11% 112
2018
Q1 		$696K Buy
19,061
+8,331
+78% +$310K 0.09% 100
2017
Q4 		$393K Buy
10,730
+577
+6% +$20.9K 0.06% 143
2017
Q3 		$364K Buy
10,153
+353
+4% +$12.2K 0.06% 145
2017
Q2 		$330K Hold
9,800
– – 0.05% 155
2017
Q1 		$307K Buy
+9,800
New +$299K 0.06% 122

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Moneta Group Investment Advisors's SCHC Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 4.9% in Q1 2026, selling an estimated $416K and leaving 166,124 shares worth $7.76M. The position accounts for 0.06% of the portfolio, ranked #123.

Moneta Group Investment Advisors first reported a position in SCHC in Q1 2017 and has held it in 37 quarters since. The position peaked at $8.13M in Q3 2025. 489 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • Moneta Group Investment Advisors held 166,124 shares of Schwab International Small-Cap Equity ETF worth $7.76M as of Q1 2026.
  • Moneta Group Investment Advisors sold 8,602 Schwab International Small-Cap Equity ETF shares in Q1 2026, an estimated $416K.
  • Schwab International Small-Cap Equity ETF made up 0.06% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #123 holding.
  • Moneta Group Investment Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q1 2017 and has held it in 37 quarters since.
  • Moneta Group Investment Advisors's Schwab International Small-Cap Equity ETF position peaked at $8.13M in Q3 2025.
  • 489 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.