DWG
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Darden Wealth Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Darden Wealth Group’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,708
Closed -$260K – 109
2024
Q3 		$260K Hold
9,708
– – 0.19% 89
2024
Q2 		$240K Buy
+9,708
New +$240K 0.14% 89