BEI
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Benjamin Edwards Inc’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Benjamin Edwards Inc’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$997K Buy
36,023
+10,924
+44% +$302K 0.01% 629
2025
Q1 		$667K Buy
25,099
+8,722
+53% +$232K 0.01% 709
2024
Q4 		$427K Buy
+16,377
New +$427K 0.01% 870