Brady Martz Wealth Solutions’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
Q3
$39.3M Sell
2025
Q2
$38.6M Sell
2025
Q1
$42.2M Sell
2024
Q4
$42.7M Buy