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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.4K	Hold	299	–	–	﹤0.01%	490
2026 Q1	$9.12K	Hold	299	–	–	﹤0.01%	487
2025 Q4	$8.85K	Hold	299	–	–	﹤0.01%	259
2025 Q3	$8.7K	Hold	299	–	–	﹤0.01%	268
2025 Q2	$8.27K	Hold	299	–	–	﹤0.01%	228
2025 Q1	$7.95K	Buy	299 +185	+162%	+$4.96K	﹤0.01%	215
2024 Q4	$2.97K	Hold	114	–	–	﹤0.01%	293
2024 Q3	$3.05K	Hold	114	–	–	﹤0.01%	270
2024 Q2	$2.81K	Hold	114	–	–	﹤0.01%	260
2024 Q1	$2.89K	Hold	114	–	–	﹤0.01%	259
2023 Q4	$2.66K	Hold	114	–	–	﹤0.01%	250
2023 Q3	$2.45K	Sell	114 -9	-7%	-$202	﹤0.01%	244
2023 Q2	$2.75K	Hold	123	–	–	﹤0.01%	235
2023 Q1	$2.69K	Hold	123	–	–	﹤0.01%	231
2022 Q4	$2.71K	Hold	123	–	–	﹤0.01%	237
2022 Q3	$2K	Hold	123	–	–	﹤0.01%	261
2022 Q2	$3K	Hold	123	–	–	﹤0.01%	250
2022 Q1	$3K	Hold	123	–	–	﹤0.01%	262
2021 Q4	$3K	Sell	123 -6	-5%	-$142	﹤0.01%	263
2021 Q3	$3K	Sell	129 -180	-58%	-$4.16K	﹤0.01%	255
2021 Q2	$7K	Hold	309	–	–	﹤0.01%	193
2021 Q1	$7K	Sell	309 -51	-14%	-$1.06K	﹤0.01%	196
2020 Q4	$7K	Hold	360	–	–	﹤0.01%	194
2020 Q3	$6K	Hold	360	–	–	﹤0.01%	182
2020 Q2	$6K	Sell	360 -90	-20%	-$1.47K	﹤0.01%	176
2020 Q1	$7K	Hold	450	–	–	﹤0.01%	145
2019 Q4	$9K	Buy	+450	New	+$8.72K	﹤0.01%	146

Other funds holding SCHV