Bruce G. Allen Investments’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
2024 Q4	–	Sell	-5,337	Closed	-$143K	–	1140
2024 Q3	$143K	Buy	5,337 +60	+1%	+$1.61K	0.11%	116
2024 Q2	$130K	Hold	5,277	–	–	0.11%	120
2024 Q1	$134K	Buy	5,277 +27	+0.5%	+$684	0.11%	118
2023 Q4	$123K	Buy	+5,250	New	+$123K	0.11%	121