Schwab Strategic Tr cmn shares owned by Monograph Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Monograph Wealth Advisors
from 13F filings
Historical chart of Monograph Wealth Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Monograph Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 55k | 29.11 |
| 2025-06-30 | $1.5M | 55k | 27.67 |
| 2025-03-31 | $1.4M | 54k | 26.58 |
| 2024-12-31 | $1.4M | 54k | 26.07 |
| 2024-09-30 | $1.4M | 18k | 80.37 |
| 2024-06-30 | $1.3M | 18k | 74.52 |
| 2024-03-31 | $1.4M | 18k | 75.98 |
| 2023-12-31 | $1.3M | 18k | 70.10 |
| 2023-09-30 | $1.2M | 18k | 64.46 |
| 2023-06-30 | $1.2M | 18k | 67.09 |
| 2023-03-31 | $1.2M | 18k | 65.58 |
| 2022-12-31 | $1.2M | 18k | 66.04 |
| 2022-09-30 | $1.0M | 18k | 58.51 |
| 2022-06-30 | $1.1M | 18k | 62.42 |
| 2022-03-31 | $1.3M | 18k | 71.40 |
| 2021-12-31 | $1.3M | 18k | 73.24 |