Certior Financial Group’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
$400K Buy
14,439
+26
+0.2% +$719 0.3% 75
2025
Q1
$383K Sell
14,413
-4,646
-24% -$123K 0.31% 75
2024
Q4
$497K Buy
+19,059
New +$497K 0.43% 55