Monograph Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Monograph Wealth Advisors’s Portfolio SCHF Stock Details SCHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$934K	Buy	37,744 +407	+1%	+$10.4K	0.09%	60
2025 Q4	$898K	Buy	37,337 +1,300	+4%	+$30.9K	0.09%	64
2025 Q3	$839K	Hold	36,037	–	–	0.08%	68
2025 Q2	$796K	Buy	36,037 +3,981	+12%	+$82.9K	0.1%	59
2025 Q1	$634K	Hold	32,056	–	–	0.09%	61
2024 Q4	$593K	Hold	32,056	–	–	0.08%	63
2024 Q3	$659K	Hold	32,056	–	–	0.09%	61
2024 Q2	$622K	Hold	32,056	–	–	0.09%	55
2024 Q1	$625K	Buy	32,056 +892	+3%	+$16.7K	0.09%	82
2023 Q4	$576K	Buy	31,164 +16	+0.1%	+$278	0.1%	50
2023 Q3	$529K	Hold	31,148	–	–	0.1%	66
2023 Q2	$555K	Buy	31,148 +8	+0%	+$142	0.12%	43
2023 Q1	$542K	Hold	31,140	–	–	0.13%	43
2022 Q4	$502K	Buy	31,140 +14	+0%	+$219	0.13%	54
2022 Q3	$438K	Hold	31,126	–	–	0.14%	44
2022 Q2	$489K	Buy	31,126 +6	+0%	+$102	0.14%	43
2022 Q1	$571K	Buy	31,120 +2	+0%	+$37	0.14%	47
2021 Q4	$606K	Buy	+31,118	New	+$611K	0.15%	46

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Monograph Wealth Advisors's SCHF Position: Q1 2026 in Review

Monograph Wealth Advisors increased its Schwab International Equity ETF (SCHF) stake by 1.1% in Q1 2026, buying an estimated $10.4K and bringing the position to 37,744 shares worth $934K. The position accounts for 0.09% of the portfolio, ranked #60.

Monograph Wealth Advisors first reported a position in SCHF in Q4 2021 and has held it in 18 quarters since. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

Monograph Wealth Advisors held 37,744 shares of Schwab International Equity ETF worth $934K as of Q1 2026.
Monograph Wealth Advisors bought 407 Schwab International Equity ETF shares in Q1 2026, an estimated $10.4K.
Schwab International Equity ETF made up 0.09% of Monograph Wealth Advisors's portfolio in Q1 2026, its #60 holding.
Monograph Wealth Advisors first reported a position in Schwab International Equity ETF in Q4 2021 and has held it in 18 quarters since.
1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.