Destination Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Destination Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$209K	Buy
2024 Q4	–	Sell
2024 Q3	$278K	Buy
2024 Q2	–	Sell
2024 Q1	$200K	Buy
2019 Q3	–	Sell
2019 Q2	$119K	Buy