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 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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return