MONOGRAPH WEALTH ADVISORS, LLC

Position in SCHW — Schwab Charles Corp

CIK 1776588 MANHATTAN BEACH, CA

Position in SCHW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$536,826

-$9,949 QoQ

Shares Held

5,818

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,479

of 2,309 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MONOGRAPH WEALTH ADVISORS, LLC holds $1,650,866 across 2 Capital Markets names. SCHW ranks #2 (32.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ETOR	eToro Group Ltd.	28,225	$1,114,040
2	SCHW	Schwab Charles Corp This page	5,818	$536,826

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$536,826	5,818	0.0%	Shares	Sole	2026-08-14
2026-03-31	$546,775	5,818	0.0%	Shares	Sole	2026-05-13
2025-12-31	$581,276	5,818	0.0%	Shares	Sole	2026-02-13
2025-09-30	$555,444	5,818	-0.1%	Shares	Sole	2025-11-14
2025-06-30	$531,108	5,821	+0.1%	Shares	Sole	2025-08-14
2025-03-31	$455,433	5,818	-4.1%	Shares	Sole	2025-05-15
2024-12-31	$449,166	6,069	+4.3%	Shares	Sole	2025-02-18
2024-09-30	$377,064	5,818	0.0%	Shares	Sole	2024-11-14
2024-06-30	$428,728	5,818	0.0%	Shares	Sole	2024-08-15
2024-03-31	$420,874	5,818	-1.3%	Shares	Sole	2024-05-15
2023-12-31	$405,438	5,893	-24.6%	Shares	Sole	2024-02-15
2023-09-30	$428,988	7,814	0.0%	Shares	Sole	2023-11-16
2023-06-30	$442,897	7,814	-0.2%	Shares	Sole	2023-08-14
2023-03-31	$410,187	7,831	-0.5%	Shares	Sole	2023-05-10
2022-12-31	$655,589	7,874	-5.5%	Shares	Sole	2023-02-15
2022-09-30	$598,605	8,329	0.0%	Shares	Sole	2022-11-15
2022-06-30	$526,226	8,329	-5.5%	Shares	Sole	2022-08-10
2022-03-31	$743,024	8,813	0.0%	Shares	Sole	2022-05-13
2021-12-31	$741,173	8,813	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.