Christensen King & Associates Investment Services’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
2025
Q3
$8.18M Sell
2025
Q2
$7.82M Sell
2025
Q1
$7.67M Buy
2024
Q4
$7.4M Buy
2024
Q3
$7.48M Sell
2024
Q2
$6.99M Buy
2024
Q1
$7.11M Sell
2023
Q4
$6.58M Buy