Clayton Financial Group’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
Q2
Sell
2025
Q1
$971K Sell
2024
Q4
$987K Buy
2024
Q3
$987K Buy
2024
Q2
$777K Buy
2024
Q1
$762K Buy