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

Brown 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
2025 Q2	$4.19M	Buy
2025 Q1	$2.49M	Buy
2024 Q4	$2.36M	Buy
2024 Q3	$2.36M	Sell
2024 Q2	$2.34M	Buy
2024 Q1	$2.38M	Sell
2023 Q4	$2.2M	Buy
2023 Q3	$2M	Sell
2023 Q2	$2.65M	Buy