BRIA
Balanced Rock Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,273
| Closed | -$216K | – | 91 |
|
|
2024
Q4 | $216K | Buy |
8,273
+5,507
| +199% | +$144K | 0.17% | 85 |
|
|
2024
Q3 | $222K | Hold |
2,766
| – | – | 0.17% | 84 |
|
|
2024
Q2 | $205K | Sell |
2,766
-1,363
| -33% | -$101K | 0.17% | 83 |
|
|
2024
Q1 | $314K | Sell |
4,129
-3,170
| -43% | -$241K | 0.27% | 67 |
|
|
2023
Q4 | $512K | Buy |
+7,299
| New | +$512K | 0.45% | 57 |
|