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Livermore
Livermore
ZHEN

Monograph Wealth Advisors, LLC

SEC CIK
0001776588
Latest filing
Aug 14, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Monograph Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2026)
5,818
Value
$536.8K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of SCHW by Monograph Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,818$536.8K<0.1%00.0%UnchangedHolders
Q1 20265,818$546.8K0.1%00.0%UnchangedHolders
Q4 20255,818$581.3K0.1%00.0%UnchangedHolders
Q3 20255,818$555.4K0.1%−3−0.1%ReducedHolders
Q2 20255,821$531.1K0.1%+3+0.1%AddedHolders
Q1 20255,818$455.4K0.1%−251−4.1%ReducedHolders
Q4 20246,069$449.2K0.1%+251+4.3%AddedHolders
Q3 20245,818$377.1K<0.1%00.0%UnchangedHolders
Q2 20245,818$428.7K0.1%00.0%UnchangedHolders
Q1 20245,818$420.9K0.1%−75−1.3%ReducedHolders
Q4 20235,893$405.4K0.1%−1,921−24.6%ReducedHolders
Q3 20237,814$429.0K0.1%00.0%UnchangedHolders
Q2 20237,814$442.9K0.1%−17−0.2%ReducedHolders
Q1 20237,831$410.2K0.1%−43−0.5%ReducedHolders
Q4 20227,874$656.0K0.2%−455−5.5%ReducedHolders
Q3 20228,329$599.0K0.2%00.0%UnchangedHolders
Q2 20228,329$526.0K0.2%−484−5.5%ReducedHolders
Q1 20228,813$743.0K0.2%00.0%UnchangedHolders
Q4 20218,813$741.0K0.2%–No prior filingHolders