Biltmore Family Office’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Biltmore Family Office’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$762K	Hold
2025 Q1	$732K	Hold
2024 Q4	$718K	Hold
2024 Q3	$738K	Buy
2023 Q4	–	Sell
2023 Q3	$8.89K	Buy
2023 Q2	–	Sell
2023 Q1	$676K	Hold
2022 Q4	$680K	Buy