Question 1

Does Moneta Group Investment Advisors own SCHV stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Moneta Group Investment Advisors holds 5,291,984 shares of SCHV, worth $184.2M.

Question 2

How many shares of SCHV does Moneta Group Investment Advisors own?

Accepted Answer

As of its Q2 2026 13F, Moneta Group Investment Advisors holds 5,291,984 shares of SCHV.

Question 3

What is Moneta Group Investment Advisors' SCHV position worth?

Accepted Answer

As of its Q2 2026 13F, Moneta Group Investment Advisors' SCHV position is worth $184.2M.

Question 4

Is Moneta Group Investment Advisors buying or selling SCHV?

Accepted Answer

In Q2 2026, Moneta Group Investment Advisors increased its SCHV position by 226,446 shares (+4.5%).

Question 5

When did Moneta Group Investment Advisors first buy SCHV?

Accepted Answer

Moneta Group Investment Advisors already held SCHV in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	5.3M	+4.5%	$184.2M	1.4%	$34.81	50
2026-Q1	Increased	5.1M	+7.3%	$154.5M	1.2%	$30.36	51
2025-Q4	Decreased	4.7M	-0.3%	$139.8M	1.1%	$29.34	0
2025-Q3	Increased	4.7M	+4.2%	$137.8M	1.1%	$28.68	50
2025-Q2	Increased	4.5M	+18.4%	$125.8M	1.5%	$27.13	56
2025-Q1	Increased	3.8M	+12.0%	$102M	1.4%	$25.92	53
2024-Q4	Increased	3.4M	+3.5%	$89.3M	1.3%	$25.29	49
2024-Q3	Increased	3.3M	+225.3%	$88.7M	1.3%	$25.83	76
2024-Q2	Increased	1M	+1.2%	$75.4M	1.2%	$23.68	47
2024-Q1	Increased	1M	+36.4%	$76.4M	1.2%	$24.14	61
2023-Q4	Increased	737,117	+7.3%	$51.7M	1.0%	$22.16	50
2023-Q3	Increased	686,639	+5.3%	$44.3M	1.0%	$20.23	48
2023-Q2	Increased	652,063	+12.5%	$43.7M	1.0%	$20.92	46
2023-Q1	Increased	579,812	+9.8%	$38M	0.9%	$20.33	45
2022-Q4	Increased	528,241	+15.2%	$36.3M	1.0%	$20.34	47
2022-Q3	Decreased	458,434	-7.4%	$26.8M	1.0%	$17.90	0
2022-Q2	Increased	494,905	+61.2%	$30.9M	1.1%	$18.98	66
2022-Q1	Increased	306,976	+15.3%	$21.9M	0.9%	$21.57	46
2021-Q4	Increased	266,184	+10.7%	$19.5M	0.8%	$22.03	44
2021-Q3	Increased	240,531	+18.0%	$16.2M	0.7%	$20.18	47
2021-Q2	Increased	203,861	+28.5%	$13.9M	0.6%	$20.34	49
2021-Q1	Increased	158,594	+14.8%	$10.4M	0.5%	$19.32	45
2020-Q4	Increased	138,166	+8.7%	$8.2M	0.6%	$17.54	42
2020-Q3	Increased	127,170	+6.6%	$6.6M	0.6%	$15.28	41
2020-Q2	Decreased	119,337	-3.1%	$6M	0.6%	$14.49	0
2020-Q1	Increased	123,108	+40.7%	$5.5M	0.6%	$12.71	51
2019-Q4	Increased	87,492	+13.1%	$5.3M	0.4%	$17.09	36
2019-Q3	Decreased	77,366	-3.1%	$4.4M	0.4%	$15.96	0
2019-Q2	Increased	79,818	+87.7%	$4.5M	0.4%	$15.68	50
2019-Q1	First report	42,528	-	$2.3M	0.2%	$15.18	0

SCHV30 quarters

SCHV
30 quarters