Columbia River 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
$439K Sell
15,778
-5,436
-26% -$151K 0.28% 39
2025
Q1
$563K Sell
21,214
-268
-1% -$7.11K 0.38% 37
2024
Q4
$560K Buy
+21,482
New +$560K 0.38% 38