MWA
Monograph Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
54,608
+824
| +2% | +$22.8K | 0.19% | 43 |
|
|
2025
Q1 | $1.43M | Hold |
53,784
| – | – | 0.19% | 42 |
|
|
2024
Q4 | $1.4M | Buy |
53,784
+35,856
| +200% | +$935K | 0.19% | 42 |
|
|
2024
Q3 | $1.44M | Hold |
17,928
| – | – | 0.19% | 42 |
|
|
2024
Q2 | $1.34M | Hold |
17,928
| – | – | 0.2% | 39 |
|
|
2024
Q1 | $1.36M | Hold |
17,928
| – | – | 0.2% | 42 |
|
|
2023
Q4 | $1.26M | Hold |
17,928
| – | – | 0.23% | 34 |
|
|
2023
Q3 | $1.16M | Hold |
17,928
| – | – | 0.23% | 39 |
|
|
2023
Q2 | $1.2M | Hold |
17,928
| – | – | 0.26% | 29 |
|
|
2023
Q1 | $1.18M | Hold |
17,928
| – | – | 0.28% | 28 |
|
|
2022
Q4 | $1.18M | Hold |
17,928
| – | – | 0.31% | 26 |
|
|
2022
Q3 | $1.05M | Hold |
17,928
| – | – | 0.34% | 26 |
|
|
2022
Q2 | $1.12M | Hold |
17,928
| – | – | 0.32% | 28 |
|
|
2022
Q1 | $1.28M | Hold |
17,928
| – | – | 0.32% | 27 |
|
|
2021
Q4 | $1.31M | Buy |
+17,928
| New | +$1.31M | 0.33% | 27 |
|