Adero Partners’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 Q1	$205K	Hold	7,697	–	–	0.01%	233
2024 Q4	$201K	Sell	7,697 -160	-2%	-$4.17K	0.01%	236
2024 Q3	$211K	Buy	+7,857	New	+$211K	0.01%	213
2021 Q2	–	Sell	-9,597	Closed	-$209K	–	136
2021 Q1	$209K	Buy	+9,597	New	+$209K	0.09%	112