Monograph Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $822K | Buy |
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|
2025
Q1 | $742K | Hold |
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|
2024
Q4 | $782K | Buy |
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|
2024
Q3 | $717K | Hold |
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|
2024
Q2 | $680K | Hold |
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|
2024
Q1 | $658K | Buy |
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|
2023
Q4 | $335K | Hold |
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|
2023
Q3 | $300K | Hold |
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|
2023
Q2 | $312K | Hold |
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|
2023
Q1 | $288K | Hold |
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|
2022
Q4 | $270K | Hold |
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|
2022
Q3 | $253K | Hold |
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|
2022
Q2 | $266K | Hold |
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|
2022
Q1 | $322K | Hold |
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|
2021
Q4 | $341K | Buy |
|