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Bellwether Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bellwether Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$262K Hold
9,473
– – 0.04% 106
2025
Q1 		$252K Hold
9,473
– – 0.05% 108
2024
Q4 		$247K Buy
9,473
+6,315
+200% +$165K 0.04% 119
2024
Q3 		$254K Buy
+3,158
New +$254K 0.05% 105