Brickley Wealth Management’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 | $390K | Buy |
14,112
+1,353
| +11% | +$37.4K | 0.08% | 38 |
|
|
2025
Q1 | $339K | Buy |
12,759
+1,680
| +15% | +$44.7K | 0.07% | 38 |
|
|
2024
Q4 | $289K | Buy |
11,079
+2,430
| +28% | +$63.4K | 0.06% | 40 |
|
|
2024
Q3 | $232K | Buy |
8,649
+252
| +3% | +$6.75K | 0.05% | 45 |
|
|
2024
Q2 | $207K | Buy |
8,397
+42
| +0.5% | +$1.04K | 0.05% | 46 |
|
|
2024
Q1 | $212K | Buy |
+8,355
| New | +$212K | 0.05% | 45 |
|