Collective Family Office’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Collective Family Office’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$238K	Buy
2025 Q2	$216K	Buy
2023 Q4	–	Sell
2023 Q3	$553K	Hold
2023 Q2	$576K	Sell
2023 Q1	$1.27M	Sell
2022 Q4	$1.5M	Buy