Monograph Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.9M	Hold	54,608	–	–	0.16%	46
2026 Q1	$1.67M	Hold	54,608	–	–	0.16%	47
2025 Q4	$1.62M	Hold	54,608	–	–	0.16%	48
2025 Q3	$1.59M	Hold	54,608	–	–	0.16%	45
2025 Q2	$1.51M	Buy	54,608 +824	+2%	+$21.7K	0.19%	43
2025 Q1	$1.43M	Hold	53,784	–	–	0.19%	42
2024 Q4	$1.4M	Hold	53,784	–	–	0.19%	42
2024 Q3	$1.44M	Hold	53,784	–	–	0.19%	42
2024 Q2	$1.34M	Hold	53,784	–	–	0.2%	39
2024 Q1	$1.36M	Hold	53,784	–	–	0.2%	42
2023 Q4	$1.26M	Hold	53,784	–	–	0.23%	34
2023 Q3	$1.16M	Hold	53,784	–	–	0.23%	39
2023 Q2	$1.2M	Hold	53,784	–	–	0.26%	29
2023 Q1	$1.18M	Hold	53,784	–	–	0.28%	28
2022 Q4	$1.18M	Hold	53,784	–	–	0.31%	26
2022 Q3	$1.05M	Hold	53,784	–	–	0.34%	26
2022 Q2	$1.12M	Hold	53,784	–	–	0.32%	28
2022 Q1	$1.28M	Hold	53,784	–	–	0.32%	27
2021 Q4	$1.31M	Buy	+53,784	New	+$1.27M	0.33%	27

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Monograph Wealth Advisors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 54,608 shares worth $1.9M. The position accounts for 0.16% of the portfolio, ranked #46.

Monograph Wealth Advisors first reported a position in SCHV in Q4 2021 and has held it in 19 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Monograph Wealth Advisors held 54,608 shares of Schwab US Large-Cap Value ETF worth $1.9M as of Q2 2026.
Monograph Wealth Advisors left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.16% of Monograph Wealth Advisors's portfolio in Q2 2026, its #46 holding.
Monograph Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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