BMWS
SCHV icon

Brady Martz Wealth Solutions’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Brady Martz Wealth Solutions’s Portfolio SCHV Stock Details SCHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$38.6M Sell
1,396,345
-192,354
-12% -$5.32M 7.47% 2
2025
Q1 		$42.2M Sell
1,588,699
-42,194
-3% -$1.12M 9.56% 1
2024
Q4 		$42.7M Buy
+1,630,893
New +$42.7M 10.3% 1