Avidian Wealth Enterprises’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.31M	Hold	47,364	–	–	0.05%	172
2025 Q1	$1.26M	Hold	47,364	–	–	0.06%	168
2024 Q4	$1.23M	Sell	47,364 -447	-0.9%	-$11.7K	0.06%	160
2024 Q3	$1.28M	Buy	47,811 +447	+0.9%	+$12K	0.06%	151
2024 Q2	$1.17M	Buy	+47,364	New	+$1.17M	0.05%	156