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Moseley Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Moseley Investment Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$411K Hold
16,376
– – 0.13% 101
2025
Q4 		$430K Sell
16,376
-100
-0.6% -$2.6K 0.13% 105
2025
Q3 		$424K Hold
16,476
– – 0.13% 109
2025
Q2 		$393K Hold
16,476
– – 0.14% 111
2025
Q1 		$355K Hold
16,476
– – 0.14% 107
2024
Q4 		$374K Hold
16,476
– – 0.15% 106
2024
Q3 		$365K Hold
16,476
– – 0.15% 107
2024
Q2 		$345K Hold
16,476
– – 0.16% 103
2024
Q1 		$335K Hold
16,476
– – 0.17% 103
2023
Q4 		$306K Sell
16,476
-180
-1% -$3.11K 0.17% 110
2023
Q3 		$277K Hold
16,656
– – 0.17% 114
2023
Q2 		$287K Buy
16,656
+600
+4% +$9.78K 0.17% 111
2023
Q1 		$256K Sell
16,056
-1,092
-6% -$17.1K 0.17% 119
2022
Q4 		$256K Hold
17,148
– – 0.18% 118
2022
Q3 		$240K Hold
17,148
– – 0.18% 117
2022
Q2 		$253K Buy
+17,148
New +$275K 0.18% 128

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Moseley Investment Management's SCHB Position: Q1 2026 in Review

Moseley Investment Management held its Schwab US Broad Market ETF (SCHB) position steady in Q1 2026 at 16,376 shares worth $411K. The position accounts for 0.13% of the portfolio, ranked #101.

Moseley Investment Management first reported a position in SCHB in Q2 2022 and has held it in 16 quarters since. The position peaked at $430K in Q4 2025. 1,321 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Moseley Investment Management held 16,376 shares of Schwab US Broad Market ETF worth $411K as of Q1 2026.
  • Moseley Investment Management left its Schwab US Broad Market ETF share count unchanged in Q1 2026.
  • Schwab US Broad Market ETF made up 0.13% of Moseley Investment Management's portfolio in Q1 2026, its #101 holding.
  • Moseley Investment Management first reported a position in Schwab US Broad Market ETF in Q2 2022 and has held it in 16 quarters since.
  • Moseley Investment Management's Schwab US Broad Market ETF position peaked at $430K in Q4 2025.
  • 1,321 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.