Briaud Financial Planning’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58K | Hold |
2,112
| – | – | 0.02% | 92 |
|
|
2025
Q1 | $56K | Buy |
2,112
+555
| +36% | +$14.7K | 0.02% | 80 |
|
|
2024
Q4 | $40K | Hold |
1,557
| – | – | 0.02% | 88 |
|
|
2024
Q3 | $41K | Hold |
1,557
| – | – | 0.02% | 71 |
|
|
2024
Q2 | $38K | Hold |
1,557
| – | – | 0.02% | 67 |
|
|
2024
Q1 | $40K | Buy |
+1,557
| New | +$40K | 0.02% | 66 |
|
|
2023
Q4 | – | Sell |
-1,557
| Closed | -$33K | – | 133 |
|
|
2023
Q3 | $33K | Buy |
+1,557
| New | +$33K | 0.03% | 69 |
|