Comprehensive Financial Planning’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
$19.1K Buy
690
+2
+0.3% +$55 0.02% 201
2025
Q1
$18.3K Buy
688
+112
+19% +$2.98K 0.02% 180
2024
Q4
$15K Buy
+576
New +$15K 0.01% 221