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

BMS Financial Advisors’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
2023 Q2	$226K	Sell
2023 Q1	$456K	Buy
2022 Q4	–	Sell
2022 Q3	$957K	Buy