Advocate Group’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
Q2
$224K Hold
2025
Q1
$215K Hold
2024
Q4
$211K Hold
2024
Q3
$217K Hold
2024
Q2
$200K Hold
2024
Q1
$205K Buy