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Moneta Group Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Moneta Group Investment Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.6M Buy
865,437
+26,694
+3% +$810K 0.2% 62
2025
Q4 		$23M Buy
838,743
+164,256
+24% +$4.47M 0.17% 63
2025
Q3 		$18.4M Buy
674,487
+209,546
+45% +$5.72M 0.15% 73
2025
Q2 		$12.3M Sell
464,941
-221
-0% -$5.77K 0.15% 86
2025
Q1 		$13M Buy
465,162
+20,897
+5% +$583K 0.18% 75
2024
Q4 		$12.1M Sell
444,265
-762,062
-63% -$21.7M 0.17% 73
2024
Q3 		$11.3M Buy
1,206,327
+861,714
+250% +$23.5M 0.16% 79
2024
Q2 		$8.93M Buy
344,613
+31,557
+10% +$821K 0.14% 89
2024
Q1 		$8.41M Buy
313,056
+97,821
+45% +$2.53M 0.14% 93
2023
Q4 		$5.46M Buy
215,235
+2,160
+1% +$51.5K 0.11% 102
2023
Q3 		$5.03M Buy
213,075
+18,042
+9% +$443K 0.11% 99
2023
Q2 		$4.72M Buy
195,033
+3,696
+2% +$88.3K 0.1% 106
2023
Q1 		$4.67M Buy
191,337
+42,081
+28% +$1.05M 0.11% 101
2022
Q4 		$3.83M Sell
149,256
-1,398
-0.9% -$34.5K 0.11% 114
2022
Q3 		$3.34M Buy
150,654
+1,302
+0.9% +$31.6K 0.13% 108
2022
Q2 		$3.57M Buy
149,352
+79,344
+113% +$2.02M 0.12% 108
2022
Q1 		$1.84M Buy
70,008
+48,519
+226% +$1.27M 0.07% 139
2021
Q4 		$579K Buy
21,489
+3,912
+22% +$102K 0.02% 275
2021
Q3 		$435K Buy
17,577
+756
+4% +$19.2K 0.02% 300
2021
Q2 		$424K Sell
16,821
-171
-1% -$4.32K 0.02% 305
2021
Q1 		$413K Buy
16,992
+1,791
+12% +$40.7K 0.02% 281
2020
Q4 		$325K Buy
15,201
+663
+5% +$13.4K 0.02% 245
2020
Q3 		$268K Buy
14,538
+567
+4% +$10.4K 0.02% 230
2020
Q2 		$241K Buy
+13,971
New +$236K 0.02% 223
2020
Q1 		– Sell
-10,464
Closed -$202K – 283
2019
Q4 		$202K Buy
+10,464
New +$196K 0.02% 239
2019
Q2 		– Sell
-18,363
Closed -$320K – 274
2019
Q1 		$320K Sell
18,363
-1,821
-9% -$30.6K 0.03% 172
2018
Q4 		$316K Buy
+20,184
New +$336K 0.04% 169

Other funds holding SCHD

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Moneta Group Investment Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.2% in Q1 2026, buying an estimated $810K and bringing the position to 865,437 shares worth $26.6M. The position accounts for 0.2% of the portfolio, ranked #62.

Moneta Group Investment Advisors first reported a position in SCHD in Q4 2018 and has held it in 27 quarters since. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Moneta Group Investment Advisors held 865,437 shares of Schwab US Dividend Equity ETF worth $26.6M as of Q1 2026.
  • Moneta Group Investment Advisors bought 26,694 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $810K.
  • Schwab US Dividend Equity ETF made up 0.2% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #62 holding.
  • Moneta Group Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 27 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

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