MGIA
SCHV

Moneta Group Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Moneta Group Investment Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$154M Buy
5,065,538
+344,153
+7% +$10.7M 1.16% 21
2025
Q4 		$140M Sell
4,721,385
-13,105
-0.3% -$383K 1.06% 22
2025
Q3 		$138M Buy
4,734,490
+189,557
+4% +$5.39M 1.1% 21
2025
Q2 		$126M Buy
4,544,933
+707,462
+18% +$18.6M 1.5% 20
2025
Q1 		$102M Buy
3,837,471
+410,364
+12% +$11M 1.41% 21
2024
Q4 		$89.3M Sell
3,427,107
-6,506,346
-65% -$176M 1.25% 22
2024
Q3 		$88.7M Buy
9,933,453
+6,879,429
+225% +$177M 1.29% 22
2024
Q2 		$75.4M Buy
3,054,024
+36,816
+1% +$910K 1.2% 23
2024
Q1 		$76.4M Buy
3,017,208
+805,857
+36% +$19.3M 1.25% 22
2023
Q4 		$51.7M Buy
2,211,351
+151,434
+7% +$3.31M 1.02% 28
2023
Q3 		$44.3M Buy
2,059,917
+103,728
+5% +$2.33M 1.01% 29
2023
Q2 		$43.7M Buy
1,956,189
+216,753
+12% +$4.73M 0.97% 30
2023
Q1 		$38M Buy
1,739,436
+154,713
+10% +$3.44M 0.91% 32
2022
Q4 		$36.3M Buy
1,584,723
+209,421
+15% +$4.53M 1% 25
2022
Q3 		$26.8M Sell
1,375,302
-109,413
-7% -$2.36M 1.02% 27
2022
Q2 		$30.9M Buy
1,484,715
+563,787
+61% +$12.7M 1.05% 25
2022
Q1 		$21.9M Buy
920,928
+122,376
+15% +$2.9M 0.86% 34
2021
Q4 		$19.5M Buy
798,552
+76,959
+11% +$1.82M 0.79% 37
2021
Q3 		$16.2M Buy
721,593
+110,010
+18% +$2.54M 0.75% 37
2021
Q2 		$13.9M Buy
611,583
+135,801
+29% +$3.08M 0.64% 42
2021
Q1 		$10.4M Buy
475,782
+61,284
+15% +$1.28M 0.55% 47
2020
Q4 		$8.22M Buy
414,498
+32,988
+9% +$617K 0.59% 40
2020
Q3 		$6.64M Buy
381,510
+23,499
+7% +$411K 0.58% 40
2020
Q2 		$5.98M Sell
358,011
-11,313
-3% -$185K 0.57% 41
2020
Q1 		$5.45M Buy
369,324
+106,848
+41% +$1.96M 0.57% 41
2019
Q4 		$5.26M Buy
262,476
+30,378
+13% +$589K 0.44% 44
2019
Q3 		$4.39M Sell
232,098
-7,356
-3% -$138K 0.41% 46
2019
Q2 		$4.48M Buy
239,454
+111,870
+88% +$2.07M 0.44% 41
2019
Q1 		$2.33M Sell
127,584
-12,768
-9% -$227K 0.24% 67
2018
Q4 		$2.31M Buy
140,352
+78,453
+127% +$1.39M 0.28% 64
2018
Q3 		$1.16M Sell
61,899
-978
-2% -$18.1K 0.12% 97
2018
Q2 		$1.11M Buy
62,877
+52,689
+517% +$940K 0.12% 101
2018
Q1 		$179K Buy
10,188
+3,801
+60% +$69.6K 0.02% 205
2017
Q4 		$116K Buy
+6,387
New +$114K 0.02% 230

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

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

Moneta Group Investment Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 7.3% in Q1 2026, buying an estimated $10.7M and bringing the position to 5,065,538 shares worth $154M. The position accounts for 1.16% of the portfolio, ranked #21.

Moneta Group Investment Advisors first reported a position in SCHV in Q4 2017 and has held it in 34 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Moneta Group Investment Advisors held 5,065,538 shares of Schwab US Large-Cap Value ETF worth $154M as of Q1 2026.
  • Moneta Group Investment Advisors bought 344,153 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $10.7M.
  • Schwab US Large-Cap Value ETF made up 1.16% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #21 holding.
  • Moneta Group Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and has held it in 34 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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