BI
SCHV

Bradyco Inc’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bradyco Inc’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
Q3 		– Sell
-7,539
Closed -$209K – 48
2025
Q2 		$209K Buy
+7,539
New +$198K 0.15% 49
2025
Q1 		– Sell
-12,859
Closed -$335K – 52
2024
Q4 		$335K Buy
+12,859
New +$347K 0.21% 48

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MG
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Envestnet Asset Management
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Bradyco Inc's SCHV Position: Q3 2025 in Review

Bradyco Inc sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2025, closing a stake of 7,539 shares — an estimated $209K sold.

Bradyco Inc first reported a position in SCHV in Q4 2024 and held it in 2 quarters. The position peaked at $335K in Q4 2024. 868 funds tracked by Wall St. Rank hold SCHV as of Q3 2025.

  • Bradyco Inc reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Bradyco Inc sold 7,539 Schwab US Large-Cap Value ETF shares in Q3 2025, an estimated $209K.
  • Bradyco Inc first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and held it in 2 quarters.
  • Bradyco Inc's Schwab US Large-Cap Value ETF position peaked at $335K in Q4 2024.
  • 868 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2025.

Based on Bradyco Inc's 13F filing for Q3 2025, filed 13 Nov 2025.