BWM
SCHV

Brickley Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Brickley Wealth Management’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
2026
Q2 		$547K Sell
15,723
-82
-0.5% -$2.7K 0.08% 45
2026
Q1 		$482K Sell
15,805
-18
-0.1% -$561 0.08% 37
2025
Q4 		$469K Buy
15,823
+1,733
+12% +$50.7K 0.08% 40
2025
Q3 		$410K Sell
14,090
-22
-0.2% -$625 0.07% 40
2025
Q2 		$390K Buy
14,112
+1,353
+11% +$35.6K 0.08% 38
2025
Q1 		$339K Buy
12,759
+1,680
+15% +$45.1K 0.07% 38
2024
Q4 		$289K Buy
11,079
+2,430
+28% +$65.6K 0.06% 40
2024
Q3 		$232K Buy
8,649
+252
+3% +$6.47K 0.05% 45
2024
Q2 		$207K Buy
8,397
+42
+0.5% +$1.04K 0.05% 46
2024
Q1 		$212K Buy
+8,355
New +$200K 0.05% 45

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CFG
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FMP
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GG
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HWM
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VC
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CI
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MWP
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CCWA
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