Monograph Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Monograph Wealth Advisors’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 Q2	$999K	Hold	34,485	–	–	0.08%	63
2026 Q1	$866K	Hold	34,485	–	–	0.08%	62
2025 Q4	$905K	Hold	34,485	–	–	0.09%	63
2025 Q3	$887K	Hold	34,485	–	–	0.09%	64
2025 Q2	$822K	Buy	34,485 +32	+0.1%	+$705	0.1%	58
2025 Q1	$742K	Hold	34,453	–	–	0.1%	55
2024 Q4	$782K	Buy	34,453 +2,095	+6%	+$47.9K	0.1%	53
2024 Q3	$717K	Hold	32,358	–	–	0.09%	57
2024 Q2	$680K	Hold	32,358	–	–	0.1%	52
2024 Q1	$658K	Buy	32,358 +14,280	+79%	+$276K	0.1%	77
2023 Q4	$335K	Hold	18,078	–	–	0.06%	78
2023 Q3	$300K	Hold	18,078	–	–	0.06%	94
2023 Q2	$312K	Hold	18,078	–	–	0.07%	68
2023 Q1	$288K	Hold	18,078	–	–	0.07%	69
2022 Q4	$270K	Hold	18,078	–	–	0.07%	76
2022 Q3	$253K	Hold	18,078	–	–	0.08%	59
2022 Q2	$266K	Hold	18,078	–	–	0.08%	62
2022 Q1	$322K	Hold	18,078	–	–	0.08%	66
2021 Q4	$341K	Buy	+18,078	New	+$333K	0.09%	64

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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

Monograph Wealth Advisors's SCHB Position: Q2 2026 in Review

Monograph Wealth Advisors held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 34,485 shares worth $999K. The position accounts for 0.08% of the portfolio, ranked #63.

Monograph Wealth Advisors first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Monograph Wealth Advisors held 34,485 shares of Schwab US Broad Market ETF worth $999K as of Q2 2026.
Monograph Wealth Advisors left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.08% of Monograph Wealth Advisors's portfolio in Q2 2026, its #63 holding.
Monograph Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Monograph Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.