BFO
Biltmore Family Office’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
Q2 | $762K | Hold |
27,546
| – | – | 0.13% | 100 |
|
|
2025
Q1 | $732K | Hold |
27,546
| – | – | 0.12% | 102 |
|
|
2024
Q4 | $718K | Buy |
27,546
+18,364
| +200% | +$479K | 0.12% | 101 |
|
|
2024
Q3 | $738K | Buy |
+9,182
| New | +$738K | 0.13% | 99 |
|
|
2023
Q4 | – | Sell |
-138
| Closed | -$8.9K | – | 248 |
|
|
2023
Q3 | $8.9K | Buy |
+138
| New | +$8.9K | ﹤0.01% | 225 |
|
|
2023
Q2 | – | Sell |
-10,301
| Closed | -$676K | – | 265 |
|
|
2023
Q1 | $676K | Hold |
10,301
| – | – | 0.14% | 99 |
|
|
2022
Q4 | $680K | Buy |
+10,301
| New | +$680K | 0.14% | 96 |
|