MWA
Monograph Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $822K | Buy |
34,485
+32
| +0.1% | +$763 | 0.1% | 58 |
|
|
2025
Q1 | $742K | Hold |
34,453
| – | – | 0.1% | 55 |
|
|
2024
Q4 | $782K | Buy |
34,453
+23,667
| +219% | +$537K | 0.1% | 53 |
|
|
2024
Q3 | $717K | Hold |
10,786
| – | – | 0.09% | 57 |
|
|
2024
Q2 | $680K | Hold |
10,786
| – | – | 0.1% | 52 |
|
|
2024
Q1 | $658K | Buy |
10,786
+4,760
| +79% | +$291K | 0.1% | 77 |
|
|
2023
Q4 | $335K | Hold |
6,026
| – | – | 0.06% | 78 |
|
|
2023
Q3 | $300K | Hold |
6,026
| – | – | 0.06% | 94 |
|
|
2023
Q2 | $312K | Hold |
6,026
| – | – | 0.07% | 68 |
|
|
2023
Q1 | $288K | Hold |
6,026
| – | – | 0.07% | 69 |
|
|
2022
Q4 | $270K | Hold |
6,026
| – | – | 0.07% | 76 |
|
|
2022
Q3 | $253K | Hold |
6,026
| – | – | 0.08% | 59 |
|
|
2022
Q2 | $266K | Hold |
6,026
| – | – | 0.08% | 62 |
|
|
2022
Q1 | $322K | Buy |
6,026
+3,013
| +100% | +$161K | 0.08% | 66 |
|
|
2021
Q4 | $341K | Buy |
+3,013
| New | +$341K | 0.09% | 64 |
|