Copley 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 Q1	–	Sell	-279	Closed	-$7.27K	–	112
2024 Q4	$7.27K	Sell	279 -1,833	-87%	-$47.8K	0.01%	101
2024 Q3	$56.6K	Buy	+2,112	New	+$56.6K	0.05%	108