Moneta Group Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $349M | Buy |
11,267,842
+598,414
| +6% | +$19.1M | 2.63% | 10 |
|
|
2025
Q4 | $321M | Buy |
10,669,428
+648,134
| +6% | +$19.3M | 2.43% | 10 |
|
|
2025
Q3 | $297M | Buy |
10,021,294
+555,701
| +6% | +$16.2M | 2.36% | 10 |
|
|
2025
Q2 | $266M | Buy |
9,465,593
+600,335
| +7% | +$15.8M | 3.16% | 7 |
|
|
2025
Q1 | $232M | Buy |
8,865,258
+1,384,076
| +19% | +$38.5M | 3.2% | 7 |
|
|
2024
Q4 | $207M | Sell |
7,481,182
-14,071,316
| -65% | -$401M | 2.9% | 8 |
|
|
2024
Q3 | $199M | Buy |
21,552,498
+14,860,242
| +222% | +$395M | 2.89% | 7 |
|
|
2024
Q2 | $174M | Buy |
6,692,256
+216,237
| +3% | +$5.66M | 2.77% | 9 |
|
|
2024
Q1 | $176M | Buy |
6,476,019
+488,424
| +8% | +$12.5M | 2.86% | 8 |
|
|
2023
Q4 | $150M | Buy |
5,987,595
+462,186
| +8% | +$10.6M | 2.97% | 10 |
|
|
2023
Q3 | $125M | Buy |
5,525,409
+292,842
| +6% | +$6.94M | 2.83% | 9 |
|
|
2023
Q2 | $124M | Buy |
5,232,567
+536,664
| +11% | +$12.1M | 2.74% | 9 |
|
|
2023
Q1 | $106M | Buy |
4,695,903
+1,168,254
| +33% | +$26.9M | 2.55% | 8 |
|
|
2022
Q4 | $84.7M | Buy |
3,527,649
+150,333
| +4% | +$3.29M | 2.32% | 7 |
|
|
2022
Q3 | $68.1M | Sell |
3,377,316
-293,751
| -8% | -$6.55M | 2.6% | 7 |
|
|
2022
Q2 | $76.8M | Buy |
3,671,067
+1,210,521
| +49% | +$27.9M | 2.62% | 8 |
|
|
2022
Q1 | $62.2M | Buy |
2,460,546
+361,254
| +17% | +$9.05M | 2.44% | 9 |
|
|
2021
Q4 | $56.3M | Buy |
2,099,292
+225,954
| +12% | +$6.03M | 2.29% | 11 |
|
|
2021
Q3 | $47.9M | Buy |
1,873,338
+187,329
| +11% | +$4.89M | 2.21% | 12 |
|
|
2021
Q2 | $44M | Buy |
1,686,009
+81,333
| +5% | +$2.1M | 2.03% | 14 |
|
|
2021
Q1 | $39.8M | Buy |
1,604,676
+363,006
| +29% | +$8.81M | 2.1% | 13 |
|
|
2020
Q4 | $28.2M | Sell |
1,241,670
-28,464
| -2% | -$594K | 2.03% | 17 |
|
|
2020
Q3 | $23.5M | Buy |
1,270,134
+69,279
| +6% | +$1.28M | 2.04% | 17 |
|
|
2020
Q2 | $21.1M | Buy |
1,200,855
+147,225
| +14% | +$2.4M | 2% | 15 |
|
|
2020
Q1 | $14.8M | Buy |
1,053,630
+325,749
| +45% | +$5.96M | 1.54% | 19 |
|
|
2019
Q4 | $14.6M | Buy |
727,881
+213,306
| +41% | +$4.13M | 1.22% | 23 |
|
|
2019
Q3 | $9.7M | Buy |
514,575
+355,827
| +224% | +$6.72M | 0.91% | 27 |
|
|
2019
Q2 | $3.02M | Buy |
158,748
+100,905
| +174% | +$1.89M | 0.3% | 60 |
|
|
2019
Q1 | $1.07M | Buy |
57,843
+20,853
| +56% | +$373K | 0.11% | 94 |
|
|
2018
Q4 | $591K | Sell |
36,990
-975
| -3% | -$17K | 0.07% | 126 |
|
|
2018
Q3 | $732K | Sell |
37,965
-3,195
| -8% | -$60.9K | 0.07% | 121 |
|
|
2018
Q2 | $753K | Buy |
41,160
+34,029
| +477% | +$615K | 0.08% | 136 |
|
|
2018
Q1 | $126K | Buy |
7,131
+807
| +13% | +$14.5K | 0.02% | 222 |
|
|
2017
Q4 | $112K | Buy |
+6,324
| New | +$109K | 0.02% | 235 |
|
Other funds holding SCHM
AA
LWMT
JFG
Moneta Group Investment Advisors's SCHM Position: Q1 2026 in Review
Moneta Group Investment Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 5.6% in Q1 2026, buying an estimated $19.1M and bringing the position to 11,267,842 shares worth $349M. The position accounts for 2.63% of the portfolio, ranked #10.
Moneta Group Investment Advisors first reported a position in SCHM in Q4 2017 and has held it in 34 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.
- Moneta Group Investment Advisors held 11,267,842 shares of Schwab US Mid-Cap ETF worth $349M as of Q1 2026.
- Moneta Group Investment Advisors bought 598,414 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $19.1M.
- Schwab US Mid-Cap ETF made up 2.63% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #10 holding.
- Moneta Group Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.
Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.