Atlas Wealth Partners’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
$733K Buy
2025
Q1
$671K Buy
2024
Q4
$617K Buy
2024
Q3
$616K Buy
2023
Q3
Sell
2023
Q2
$537K Buy