Monograph Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Monograph Wealth Advisors, LLC

  • $765 Million
  • Q2 2025

A detailed history of Monograph Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 34,485 shares of SCHB stock, worth $887,299. This represents 0.11% of its overall portfolio holdings.

Number of Shares
34,485
Previous 34,453 0.09%
Holding current value
$887,299
Previous $741,000 10.8%
% of portfolio
0.11%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$19.1 - $23.83 $611 - $762
32 Added 0.09%
34,485 $821,000
Q4 2024

Feb 14, 2025
BUY
$22.01 - $66.82 $520,910 - $1.58 Million
23,667 Added 219.42%
34,453 $782,000
Q1 2024

May 14, 2024
BUY
$54.61 - $61.05 $259,943 - $290,598
4,760 Added 78.99%
10,786 $658,000
Q1 2022

May 13, 2022
BUY
$49.15 - $56.85 $148,088 - $171,289
3,013 Added 100.0%
6,026 $322,000
Q4 2021

Feb 10, 2022
BUY
$51.87 - $56.86 $156,284 - $171,319
3,013 New
3,013 $341,000

Others Institutions Holding SCHB

# of Institutions
1,347
Shares Held
564M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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