Capital Advisors Inc’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	–	Sell	-12,069	Closed	-$321K	–	339
2025 Q1	$321K	Buy	+12,069	New	+$321K	0.01%	241
2023 Q1	–	Sell	-17,400	Closed	-$383K	–	269
2022 Q4	$383K	Buy	+17,400	New	+$383K	0.01%	185