Biltmore Family Office’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $840K | Hold |
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|
2025
Q4 | $816K | Hold |
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|
2025
Q3 | $802K | Hold |
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|
2025
Q2 | $762K | Hold |
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|
2025
Q1 | $732K | Hold |
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|
2024
Q4 | $718K | Hold |
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|
2024
Q3 | $738K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $8.89K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $676K | Hold |
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|
2022
Q4 | $680K | Buy |
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