Moneta Group Investment Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Moneta Group Investment Advisors’s Portfolio SCHE Stock Details SCHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$63.1M	Buy	1,914,788 +21,599	+1%	+$737K	0.47%	34
2025 Q4	$62M	Buy	1,893,189 +50,152	+3%	+$1.67M	0.47%	34
2025 Q3	$61.5M	Buy	1,843,037 +74,487	+4%	+$2.35M	0.49%	34
2025 Q2	$53.3M	Buy	1,768,550 +75,914	+4%	+$2.15M	0.63%	35
2025 Q1	$46.7M	Buy	1,692,636 +110,954	+7%	+$3.04M	0.64%	34
2024 Q4	$42.1M	Buy	1,581,682 +54,141	+4%	+$1.53M	0.59%	39
2024 Q3	$44.6M	Buy	1,527,541 +151,484	+11%	+$4.1M	0.65%	36
2024 Q2	$36.5M	Buy	1,376,057 +71,566	+5%	+$1.87M	0.58%	38
2024 Q1	$32.9M	Buy	1,304,491 +268,251	+26%	+$6.59M	0.54%	40
2023 Q4	$25.7M	Buy	1,036,240 +19,343	+2%	+$465K	0.51%	42
2023 Q3	$24.3M	Buy	1,016,897 +29,519	+3%	+$731K	0.55%	40
2023 Q2	$24.3M	Buy	987,378 +7,701	+0.8%	+$188K	0.54%	40
2023 Q1	$24M	Buy	979,677 +125,309	+15%	+$3.1M	0.58%	40
2022 Q4	$21.8M	Buy	854,368 +16,823	+2%	+$392K	0.6%	38
2022 Q3	$18.8M	Buy	837,545 +13,116	+2%	+$324K	0.71%	36
2022 Q2	$20.9M	Sell	824,429 -149,428	-15%	-$3.9M	0.71%	35
2022 Q1	$27M	Buy	973,857 +335,336	+53%	+$9.71M	1.06%	25
2021 Q4	$18.9M	Buy	638,521 +156,467	+32%	+$4.78M	0.77%	38
2021 Q3	$14.7M	Buy	482,054 +52,401	+12%	+$1.64M	0.68%	42
2021 Q2	$14.1M	Buy	429,653 +34,467	+9%	+$1.12M	0.65%	41
2021 Q1	$12.6M	Buy	395,186 +62,657	+19%	+$2.04M	0.66%	41
2020 Q4	$10.2M	Buy	332,529 +21,393	+7%	+$620K	0.73%	35
2020 Q3	$8.33M	Buy	311,136 +27,563	+10%	+$736K	0.72%	35
2020 Q2	$6.91M	Buy	283,573 +62,838	+28%	+$1.43M	0.66%	38
2020 Q1	$4.57M	Buy	220,735 +28,408	+15%	+$711K	0.48%	47
2019 Q4	$5.26M	Buy	192,327 +45,411	+31%	+$1.2M	0.44%	43
2019 Q3	$3.69M	Buy	146,916 +33,082	+29%	+$842K	0.35%	54
2019 Q2	$2.99M	Buy	113,834 +24,599	+28%	+$637K	0.29%	62
2019 Q1	$2.32M	Buy	89,235 +15,797	+22%	+$400K	0.24%	68
2018 Q4	$1.73M	Buy	73,438 +34,328	+88%	+$832K	0.21%	77
2018 Q3	$1.01M	Buy	39,110 +13,050	+50%	+$338K	0.1%	106
2018 Q2	$675K	Buy	26,060 +17,372	+200%	+$478K	0.08%	146
2018 Q1	$249K	Buy	8,688 +1,347	+18%	+$39.5K	0.03%	180
2017 Q4	$205K	Sell	7,341 -871	-11%	-$24K	0.03%	190
2017 Q3	$221K	Buy	+8,212	New	+$217K	0.03%	186

Other funds holding SCHE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Moneta Group Investment Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.1% in Q1 2026, buying an estimated $737K and bringing the position to 1,914,788 shares worth $63.1M. The position accounts for 0.47% of the portfolio, ranked #34.

Moneta Group Investment Advisors first reported a position in SCHE in Q3 2017 and has held it in 35 quarters since. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

Moneta Group Investment Advisors held 1,914,788 shares of Schwab Emerging Markets Equity ETF worth $63.1M as of Q1 2026.
Moneta Group Investment Advisors bought 21,599 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $737K.
Schwab Emerging Markets Equity ETF made up 0.47% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #34 holding.
Moneta Group Investment Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2017 and has held it in 35 quarters since.
864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

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