Aprio Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Aprio Wealth Management’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
2025 Q2	$256K	Buy
2025 Q1	$225K	Buy
2024 Q4	$219K	Buy
2024 Q3	$224K	Sell
2024 Q2	$211K	Buy
2020 Q4	–	Sell
2020 Q3	$544K	Sell
2020 Q2	$798K	Sell
2020 Q1	$902K	Buy
2019 Q4	$435K	Buy