MBFW
SCHV

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

Morton Brown Family Wealth’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
Q1 		$10.8K Hold
354
– – ﹤0.01% 191
2025
Q4 		$10.5K Hold
354
– – ﹤0.01% 192
2025
Q3 		$10.3K Hold
354
– – ﹤0.01% 183
2025
Q2 		$9.79K Hold
354
– – ﹤0.01% 193
2025
Q1 		$9.41K Hold
354
– – ﹤0.01% 198
2024
Q4 		$9.23K Hold
354
– – ﹤0.01% 179
2024
Q3 		$9.48K Hold
354
– – ﹤0.01% 171
2024
Q2 		$9.05K Hold
354
– – ﹤0.01% 163
2024
Q1 		$8.97K Hold
354
– – ﹤0.01% 159
2023
Q4 		$8.27K Hold
354
– – ﹤0.01% 191
2023
Q3 		$7.61K Hold
354
– – ﹤0.01% 138
2023
Q2 		$7.92K Hold
354
– – ﹤0.01% 130
2023
Q1 		$7.74K Hold
354
– – ﹤0.01% 143
2022
Q4 		$7.79K Hold
354
– – 0.01% 120
2022
Q3 		$7K Hold
354
– – 0.01% 129
2022
Q2 		$7K Buy
+354
New +$7.95K 0.01% 127

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MG
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Envestnet Asset Management
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return