Monograph Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Monograph Wealth Advisors, LLC

  • $765 Million
  • Q2 2025

A detailed history of Monograph Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 54,608 shares of SCHV stock, worth $1.57 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
54,608
Previous 53,784 1.53%
Holding current value
$1.57 Million
Previous $1.43 Million 5.74%
% of portfolio
0.2%
Previous 0.21%

Shares

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

Aug 14, 2025
BUY
$23.55 - $27.67 $19,405 - $22,800
824 Added 1.53%
54,608 $1.51 Million
Q4 2024

Feb 14, 2025
BUY
$25.79 - $80.4 $924,726 - $2.88 Million
35,856 Added 200.0%
53,784 $1.4 Million
Q4 2021

Feb 10, 2022
BUY
$67.9 - $73.3 $1.22 Million - $1.31 Million
17,928 New
17,928 $1.31 Million

Others Institutions Holding SCHV

# of Institutions
962
Shares Held
342M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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