American Financial & Tax Strategies’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
$3.97M Sell
2025
Q2
$3.87M Sell
2025
Q1
$3.82M Sell
2024
Q4
$4.05M Sell
2024
Q3
$4.16M Sell
2024
Q2
$3.91M Buy
2024
Q1
$4.01M Buy
2023
Q4
$1.25M Buy