Moneta Group Investment Advisors’s Schwab International Equity ETF SCHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $113M | Buy |
4,579,118
+15,681
| +0.3% | +$399K | 0.85% | 27 |
|
|
2025
Q4 | $110M | Buy |
4,563,437
+159,098
| +4% | +$3.78M | 0.83% | 27 |
|
|
2025
Q3 | $103M | Sell |
4,404,339
-6,632
| -0.2% | -$150K | 0.81% | 26 |
|
|
2025
Q2 | $97.5M | Buy |
4,410,971
+235,613
| +6% | +$4.91M | 1.16% | 25 |
|
|
2025
Q1 | $82.6M | Buy |
4,175,358
+323,678
| +8% | +$6.35M | 1.14% | 24 |
|
|
2024
Q4 | $71.3M | Sell |
3,851,680
-3,528,096
| -48% | -$68.9M | 1% | 25 |
|
|
2024
Q3 | $75.9M | Buy |
7,379,776
+3,925,178
| +114% | +$77.6M | 1.1% | 24 |
|
|
2024
Q2 | $66.4M | Buy |
3,454,598
+7,658
| +0.2% | +$148K | 1.06% | 25 |
|
|
2024
Q1 | $67.2M | Buy |
3,446,940
+567,026
| +20% | +$10.6M | 1.1% | 24 |
|
|
2023
Q4 | $53.2M | Buy |
2,879,914
+289,402
| +11% | +$5.02M | 1.05% | 26 |
|
|
2023
Q3 | $44M | Buy |
2,590,512
+108,768
| +4% | +$1.92M | 1% | 30 |
|
|
2023
Q2 | $44.2M | Buy |
2,481,744
+62,030
| +3% | +$1.1M | 0.98% | 29 |
|
|
2023
Q1 | $42.1M | Buy |
2,419,714
+417,910
| +21% | +$7.16M | 1.01% | 27 |
|
|
2022
Q4 | $34.9M | Buy |
2,001,804
+59,464
| +3% | +$928K | 0.96% | 27 |
|
|
2022
Q3 | $27.3M | Buy |
1,942,340
+189,716
| +11% | +$2.98M | 1.04% | 24 |
|
|
2022
Q2 | $27.6M | Buy |
1,752,624
+173,048
| +11% | +$2.95M | 0.94% | 30 |
|
|
2022
Q1 | $29M | Buy |
1,579,576
+144,124
| +10% | +$2.68M | 1.14% | 21 |
|
|
2021
Q4 | $27.9M | Buy |
1,435,452
+132,300
| +10% | +$2.6M | 1.13% | 23 |
|
|
2021
Q3 | $25.2M | Buy |
1,303,152
+97,676
| +8% | +$1.94M | 1.16% | 23 |
|
|
2021
Q2 | $23.8M | Buy |
1,205,476
+46,572
| +4% | +$921K | 1.1% | 23 |
|
|
2021
Q1 | $21.8M | Buy |
1,158,904
+280,314
| +32% | +$5.23M | 1.15% | 22 |
|
|
2020
Q4 | $15.8M | Buy |
878,590
+41,456
| +5% | +$699K | 1.14% | 24 |
|
|
2020
Q3 | $13.1M | Buy |
837,134
+52,394
| +7% | +$823K | 1.14% | 25 |
|
|
2020
Q2 | $11.7M | Buy |
784,740
+91,938
| +13% | +$1.29M | 1.11% | 27 |
|
|
2020
Q1 | $8.95M | Sell |
692,802
-174,936
| -20% | -$2.69M | 0.93% | 32 |
|
|
2019
Q4 | $14.6M | Buy |
867,738
+145,140
| +20% | +$2.39M | 1.22% | 24 |
|
|
2019
Q3 | $11.5M | Buy |
722,598
+138,054
| +24% | +$2.17M | 1.08% | 22 |
|
|
2019
Q2 | $9.38M | Buy |
584,544
+29,896
| +5% | +$473K | 0.92% | 25 |
|
|
2019
Q1 | $8.68M | Buy |
554,648
+30,910
| +6% | +$471K | 0.91% | 25 |
|
|
2018
Q4 | $7.42M | Buy |
523,738
+415,382
| +383% | +$6.36M | 0.89% | 25 |
|
|
2018
Q3 | $1.82M | Buy |
108,356
+55,338
| +104% | +$921K | 0.19% | 79 |
|
|
2018
Q2 | $876K | Buy |
53,018
+33,898
| +177% | +$576K | 0.1% | 123 |
|
|
2018
Q1 | $322K | Buy |
19,120
+6,594
| +53% | +$114K | 0.04% | 151 |
|
|
2017
Q4 | $213K | Sell |
12,526
-3,166
| -20% | -$53.8K | 0.03% | 188 |
|
|
2017
Q3 | $263K | Buy |
+15,692
| New | +$256K | 0.04% | 170 |
|
|
2015
Q4 | – | Sell |
-5,412
| Closed | -$74K | – | 360 |
|
|
2015
Q3 | $74K | Buy |
+5,412
| New | +$79.5K | 0.02% | 201 |
|
Other funds holding SCHF
MMA
Moneta Group Investment Advisors's SCHF Position: Q1 2026 in Review
Moneta Group Investment Advisors increased its Schwab International Equity ETF (SCHF) stake by 0.34% in Q1 2026, buying an estimated $399K and bringing the position to 4,579,118 shares worth $113M. The position accounts for 0.85% of the portfolio, ranked #27.
Moneta Group Investment Advisors first reported a position in SCHF in Q3 2015 and has held it in 36 quarters since. 1,591 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.
- Moneta Group Investment Advisors held 4,579,118 shares of Schwab International Equity ETF worth $113M as of Q1 2026.
- Moneta Group Investment Advisors bought 15,681 Schwab International Equity ETF shares in Q1 2026, an estimated $399K.
- Schwab International Equity ETF made up 0.85% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #27 holding.
- Moneta Group Investment Advisors first reported a position in Schwab International Equity ETF in Q3 2015 and has held it in 36 quarters since.
- 1,591 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.
Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.