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Cornerstone Advisory’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Cornerstone Advisory’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,800
Closed -$44K – 671
2021
Q4 		$44K Buy
+1,800
New +$44K 0.01% 434