Brio Consultants’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Brio Consultants’s Portfolio SCHV Stock Details SCHV Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell
2020 Q1	$738K	Sell
2019 Q4	$1.15M	Sell
2019 Q3	$5M	Sell
2019 Q2	$5.03M	Buy
2019 Q1	$4.89M	Buy
2018 Q4	$1.09M	Buy