Schwab U S Broad Market ETF shares owned by Monograph Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Monograph Wealth Advisors
from 13F filings
Historical chart of Monograph Wealth Advisors investment in Schwab U S Broad Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by Monograph Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Monograph Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $887k | 35k | 25.71 |
| 2025-06-30 | $822k | 35k | 23.83 |
| 2025-03-31 | $742k | 35k | 21.53 |
| 2024-12-31 | $782k | 35k | 22.70 |
| 2024-09-30 | $718k | 11k | 66.52 |
| 2024-06-30 | $680k | 11k | 63.07 |
| 2024-03-31 | $659k | 11k | 61.05 |
| 2023-12-31 | $336k | 6.0k | 55.67 |
| 2023-09-30 | $300k | 6.0k | 49.85 |
| 2023-06-30 | $312k | 6.0k | 51.70 |
| 2023-03-31 | $288k | 6.0k | 47.85 |
| 2022-12-31 | $270k | 6.0k | 44.81 |
| 2022-09-30 | $253k | 6.0k | 41.98 |
| 2022-06-30 | $266k | 6.0k | 44.14 |
| 2022-03-31 | $322k | 6.0k | 53.44 |
| 2021-12-31 | $341k | 3.0k | 113.18 |