Austin Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Austin Asset 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	$344K	Sell
2025 Q1	$339K	Hold
2024 Q4	$333K	Hold
2024 Q3	$342K	Hold
2024 Q2	$315K	Hold
2024 Q1	$323K	Sell
2023 Q4	$303K	Buy
2023 Q3	$270K	Sell
2023 Q2	$293K	Hold
2023 Q1	$287K	Buy