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

Claro Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$230K	Buy
2024 Q2	–	Sell
2024 Q1	$306K	Sell
2023 Q4	$588K	Sell
2023 Q3	$1.59M	Sell
2023 Q2	$1.9M	Buy
2023 Q1	$637K	Buy
2022 Q4	$631K	Buy