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Moneta Group Investment Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Moneta Group Investment Advisors’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.9M Buy
1,064,539
+4,885
+0.5% +$107K 0.17% 68
2025
Q4 		$22.1M Sell
1,059,654
-10,242
-1% -$217K 0.17% 65
2025
Q3 		$23.1M Sell
1,069,896
-89,135
-8% -$1.9M 0.18% 63
2025
Q2 		$24.5M Buy
1,159,031
+41,758
+4% +$875K 0.29% 57
2025
Q1 		$24M Sell
1,117,273
-1,390
-0.1% -$29.7K 0.33% 53
2024
Q4 		$23.6M Buy
1,118,663
+17,747
+2% +$397K 0.33% 54
2024
Q3 		$25.5M Sell
1,100,916
-48,574
-4% -$1.06M 0.37% 50
2024
Q2 		$23M Sell
1,149,490
-284,272
-20% -$5.54M 0.37% 51
2024
Q1 		$29.1M Sell
1,433,762
-112,216
-7% -$2.25M 0.47% 44
2023
Q4 		$32M Buy
1,545,978
+17,224
+1% +$320K 0.63% 38
2023
Q3 		$27.1M Sell
1,528,754
-584,484
-28% -$11.2M 0.62% 39
2023
Q2 		$41.3M Sell
2,113,238
-919,827
-30% -$17.6M 0.91% 32
2023
Q1 		$59.1M Sell
3,033,065
-43,111
-1% -$863K 1.42% 16
2022
Q4 		$65.2M Sell
3,076,176
-231,743
-7% -$4.46M 1.79% 11
2022
Q3 		$61.8M Sell
3,307,919
-155,808
-4% -$3.37M 2.35% 9
2022
Q2 		$73M Buy
3,463,727
+812,502
+31% +$18.7M 2.49% 9
2022
Q1 		$66M Buy
2,651,225
+94,003
+4% +$2.27M 2.59% 8
2021
Q4 		$67.4M Buy
2,557,222
+148,072
+6% +$3.65M 2.74% 6
2021
Q3 		$55M Buy
2,409,150
+217,012
+10% +$5.17M 2.54% 8
2021
Q2 		$50.2M Buy
2,192,138
+115,282
+6% +$2.56M 2.31% 10
2021
Q1 		$42.7M Buy
2,076,856
+233,138
+13% +$4.56M 2.26% 11
2020
Q4 		$35M Buy
1,843,718
+18,952
+1% +$351K 2.52% 6
2020
Q3 		$32.3M Buy
1,824,766
+126,696
+7% +$2.28M 2.81% 5
2020
Q2 		$29.9M Buy
1,698,070
+169,054
+11% +$2.94M 2.84% 5
2020
Q1 		$25M Sell
1,529,016
-224,682
-13% -$4.79M 2.6% 10
2019
Q4 		$40.3M Buy
1,753,698
+233,792
+15% +$5.45M 3.38% 7
2019
Q3 		$35.8M Buy
1,519,906
+490,878
+48% +$11.3M 3.35% 7
2019
Q2 		$22.9M Buy
1,029,028
+215,074
+26% +$4.8M 2.25% 8
2019
Q1 		$18.1M Buy
813,954
+14,682
+2% +$312K 1.89% 13
2018
Q4 		$15.4M Buy
799,272
+44,048
+6% +$899K 1.84% 13
2018
Q3 		$15.8M Buy
755,224
+58,424
+8% +$1.23M 1.61% 14
2018
Q2 		$14.6M Buy
696,800
+90,642
+15% +$1.79M 1.62% 13
2018
Q1 		$11.6M Buy
606,158
+54,826
+10% +$1.06M 1.54% 15
2017
Q4 		$11.5M Buy
551,332
+7,248
+1% +$151K 1.74% 15
2017
Q3 		$11.2M Buy
544,084
+477,464
+717% +$9.84M 1.74% 15
2017
Q2 		$1.37M Buy
+66,620
New +$1.37M 0.22% 71

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

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

Moneta Group Investment Advisors increased its Schwab US REIT ETF (SCHH) stake by 0.46% in Q1 2026, buying an estimated $107K and bringing the position to 1,064,539 shares worth $22.9M. The position accounts for 0.17% of the portfolio, ranked #68.

Moneta Group Investment Advisors first reported a position in SCHH in Q2 2017 and has held it in 36 quarters since. The position peaked at $73M in Q2 2022. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Moneta Group Investment Advisors held 1,064,539 shares of Schwab US REIT ETF worth $22.9M as of Q1 2026.
  • Moneta Group Investment Advisors bought 4,885 Schwab US REIT ETF shares in Q1 2026, an estimated $107K.
  • Schwab US REIT ETF made up 0.17% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #68 holding.
  • Moneta Group Investment Advisors first reported a position in Schwab US REIT ETF in Q2 2017 and has held it in 36 quarters since.
  • Moneta Group Investment Advisors's Schwab US REIT ETF position peaked at $73M in Q2 2022.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

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