Congress Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Congress Wealth Management’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
2025 Q2	$9.75M	Sell
2025 Q1	$11M	Buy
2024 Q4	$10.8M	Buy
2024 Q3	$10.8M	Sell
2024 Q2	$10.8M	Sell
2024 Q1	$11.1M	Sell
2023 Q4	$10.2M	Buy
2023 Q3	$9.31M	Buy