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

Moneta Group Investment Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$958M Buy
37,368,877
+1,537,853
+4% +$41.3M 7.21% 2
2025
Q4 		$964M Buy
35,831,024
+1,051,978
+3% +$28.1M 7.3% 2
2025
Q3 		$916M Buy
34,779,046
+1,808,743
+5% +$45.9M 7.28% 2
2025
Q2 		$806M Buy
32,970,303
+1,733,381
+6% +$39.2M 9.6% 1
2025
Q1 		$690M Buy
31,236,922
+4,997,442
+19% +$116M 9.51% 1
2024
Q4 		$608M Sell
26,239,480
-50,592,224
-66% -$1.18B 8.52% 1
2024
Q3 		$579M Buy
76,831,704
+52,835,475
+220% +$1.15B 8.41% 1
2024
Q2 		$514M Buy
23,996,229
+647,103
+3% +$13.4M 8.21% 1
2024
Q1 		$483M Buy
23,349,126
+665,283
+3% +$13.1M 7.87% 1
2023
Q4 		$426M Buy
22,683,843
+988,002
+5% +$17.4M 8.43% 1
2023
Q3 		$366M Buy
21,695,841
+615,039
+3% +$10.8M 8.31% 1
2023
Q2 		$368M Buy
21,080,802
+1,332,054
+7% +$22M 8.15% 1
2023
Q1 		$318M Buy
19,748,748
+3,664,605
+23% +$57.7M 7.64% 2
2022
Q4 		$258M Buy
16,084,143
+149,433
+0.9% +$2.26M 7.07% 2
2022
Q3 		$225M Sell
15,934,710
-410,925
-3% -$6.45M 8.57% 1
2022
Q2 		$243M Buy
16,345,635
+6,258,726
+62% +$101M 8.31% 1
2022
Q1 		$181M Buy
10,086,909
+2,221,593
+28% +$39.3M 7.1% 1
2021
Q4 		$149M Buy
7,865,316
+552,216
+8% +$10.2M 6.07% 1
2021
Q3 		$127M Buy
7,313,100
+600,450
+9% +$10.7M 5.85% 1
2021
Q2 		$116M Buy
6,712,650
+349,578
+5% +$5.9M 5.36% 1
2021
Q1 		$102M Buy
6,363,072
+1,101,282
+21% +$17.3M 5.38% 1
2020
Q4 		$79.8M Buy
5,261,790
+162,420
+3% +$2.32M 5.73% 2
2020
Q3 		$68.5M Buy
5,099,370
+142,206
+3% +$1.89M 5.96% 2
2020
Q2 		$61.2M Buy
4,957,164
+848,856
+21% +$9.89M 5.81% 2
2020
Q1 		$41.9M Buy
4,108,308
+892,632
+28% +$10.8M 4.36% 3
2019
Q4 		$41.2M Buy
3,215,676
+1,090,512
+51% +$13.4M 3.45% 5
2019
Q3 		$25.1M Buy
2,125,164
+1,378,476
+185% +$16.2M 2.35% 10
2019
Q2 		$8.73M Buy
746,688
+368,196
+97% +$4.23M 0.86% 26
2019
Q1 		$4.26M Buy
378,492
+129,648
+52% +$1.4M 0.45% 43
2018
Q4 		$2.48M Sell
248,844
-88,212
-26% -$947K 0.3% 63
2018
Q3 		$3.91M Buy
337,056
+84,324
+33% +$959K 0.4% 47
2018
Q2 		$2.74M Buy
252,732
+114,384
+83% +$1.23M 0.31% 55
2018
Q1 		$1.45M Buy
138,348
+14,370
+12% +$156K 0.19% 63
2017
Q4 		$1.32M Buy
123,978
+35,376
+40% +$366K 0.2% 58
2017
Q3 		$887K Buy
88,602
+25,488
+40% +$250K 0.14% 76
2017
Q2 		$608K Buy
63,114
+20,934
+50% +$200K 0.1% 106
2017
Q1 		$396K Buy
42,180
+3,480
+9% +$32.2K 0.08% 102
2016
Q4 		$344K Buy
38,700
+6,810
+21% +$59.1K 0.07% 114
2016
Q3 		$274K Buy
31,890
+4,602
+17% +$39.5K 0.06% 111
2016
Q2 		$226K Buy
27,288
+78
+0.3% +$641 0.05% 147
2016
Q1 		$221K Buy
+27,210
New +$210K 0.05% 146
2015
Q4 		– Sell
-23,142
Closed -$177K – 362
2015
Q3 		$177K Buy
+23,142
New +$187K 0.05% 135

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return

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

Moneta Group Investment Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 4.3% in Q1 2026, buying an estimated $41.3M and bringing the position to 37,368,877 shares worth $958M. The position accounts for 7.21% of the portfolio, ranked #2.

Moneta Group Investment Advisors first reported a position in SCHX in Q3 2015 and has held it in 42 quarters since. The position peaked at $964M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Moneta Group Investment Advisors held 37,368,877 shares of Schwab US Large- Cap ETF worth $958M as of Q1 2026.
  • Moneta Group Investment Advisors bought 1,537,853 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $41.3M.
  • Schwab US Large- Cap ETF made up 7.21% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #2 holding.
  • Moneta Group Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2015 and has held it in 42 quarters since.
  • Moneta Group Investment Advisors's Schwab US Large- Cap ETF position peaked at $964M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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