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CWC Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$227K Hold
8,199
0.12% 134
2025
Q1
$218K Hold
8,199
0.12% 130
2024
Q4
$214K Buy
8,199
+5,466
+200% +$142K 0.21% 113
2024
Q3
$220K Buy
+2,733
New +$220K 0.22% 112