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
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