MeadowBrook Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$146K Hold
2025
Q2
$138K Sell
2025
Q1
$135K Hold
2024
Q4
$132K Hold
2024
Q3
$136K Hold
2024
Q2
$125K Hold
2024
Q1
$128K Hold
2023
Q4
$118K Buy