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Moneta Group Investment Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Moneta Group Investment Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.5M Buy
797,771
+16,689
+2% +$391K 0.14% 78
2025
Q4 		$18.3M Buy
781,082
+77,907
+11% +$1.83M 0.14% 77
2025
Q3 		$16.5M Buy
703,175
+113,578
+19% +$2.64M 0.13% 81
2025
Q2 		$13.7M Buy
589,597
+37,376
+7% +$858K 0.16% 77
2025
Q1 		$12.8M Buy
552,221
+23,536
+4% +$539K 0.18% 77
2024
Q4 		$12M Sell
528,685
-482,003
-48% -$11.1M 0.17% 74
2024
Q3 		$12M Buy
1,010,688
+506,470
+100% +$11.9M 0.17% 77
2024
Q2 		$11.5M Sell
504,218
-226
-0% -$5.12K 0.18% 72
2024
Q1 		$11.6M Buy
504,444
+142
+0% +$3.27K 0.19% 73
2023
Q4 		$11.8M Buy
504,302
+20,934
+4% +$468K 0.23% 65
2023
Q3 		$10.7M Buy
483,368
+63,052
+15% +$1.43M 0.24% 61
2023
Q2 		$9.7M Buy
420,316
+18,334
+5% +$427K 0.21% 66
2023
Q1 		$9.43M Buy
401,982
+28,462
+8% +$662K 0.23% 67
2022
Q4 		$8.81M Sell
373,520
-61,748
-14% -$1.41M 0.24% 69
2022
Q3 		$9.86M Sell
435,268
-11,274
-3% -$268K 0.38% 56
2022
Q2 		$10.7M Buy
446,542
+85,498
+24% +$2.07M 0.36% 61
2022
Q1 		$9.13M Sell
361,044
-12,760
-3% -$331K 0.36% 62
2021
Q4 		$10.1M Buy
373,804
+41,404
+12% +$1.12M 0.41% 54
2021
Q3 		$9.02M Buy
332,400
+36,686
+12% +$1.01M 0.42% 57
2021
Q2 		$8.07M Buy
295,714
+54,676
+23% +$1.48M 0.37% 64
2021
Q1 		$6.5M Buy
241,038
+45,072
+23% +$1.24M 0.34% 66
2020
Q4 		$5.49M Buy
195,966
+15,688
+9% +$439K 0.39% 59
2020
Q3 		$5.05M Buy
180,278
+52,930
+42% +$1.49M 0.44% 54
2020
Q2 		$3.58M Buy
127,348
+14,762
+13% +$411K 0.34% 60
2020
Q1 		$3.06M Buy
112,586
+34,204
+44% +$924K 0.32% 62
2019
Q4 		$2.09M Buy
78,382
+29,616
+61% +$794K 0.18% 83
2019
Q3 		$1.31M Buy
+48,766
New +$1.3M 0.12% 103

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Moneta Group Investment Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 2.1% in Q1 2026, buying an estimated $391K and bringing the position to 797,771 shares worth $18.5M. The position accounts for 0.14% of the portfolio, ranked #78.

Moneta Group Investment Advisors first reported a position in SCHZ in Q3 2019 and has held it in 27 quarters since. 663 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Moneta Group Investment Advisors held 797,771 shares of Schwab US Aggregate Bond ETF worth $18.5M as of Q1 2026.
  • Moneta Group Investment Advisors bought 16,689 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $391K.
  • Schwab US Aggregate Bond ETF made up 0.14% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #78 holding.
  • Moneta Group Investment Advisors first reported a position in Schwab US Aggregate Bond ETF in Q3 2019 and has held it in 27 quarters since.
  • 663 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

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