Cooper/Haims Advisors’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
$354K Buy
12,789
+100
+0.8% +$2.77K 0.17% 53
2025
Q1
$337K Buy
12,689
+59
+0.5% +$1.57K 0.18% 52
2024
Q4
$329K Buy
+12,630
New +$329K 0.19% 54