Briaud Financial Planning’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Briaud Financial Planning’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 Q2	$58K	Hold
2025 Q1	$56K	Buy
2024 Q4	$40K	Hold
2024 Q3	$41K	Hold
2024 Q2	$38K	Hold
2024 Q1	$40K	Buy
2023 Q4	–	Sell
2023 Q3	$33K	Buy