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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$276K	Sell	9,062 -341	-4%	-$10.6K	0.09%	165
2025 Q4	$278K	Buy	9,403 +355	+4%	+$10.4K	0.09%	158
2025 Q3	$263K	Sell	9,048 -817	-8%	-$23.2K	0.09%	153
2025 Q2	$273K	Sell	9,865 -257	-3%	-$6.75K	0.1%	145
2025 Q1	$269K	Sell	10,122 -2	-0%	-$54	0.11%	132
2024 Q4	$264K	Buy	10,124 +5	+0%	+$135	0.1%	137
2024 Q3	$271K	Buy	10,119 +15	+0.1%	+$385	0.11%	132
2024 Q2	$249K	Sell	10,104 -246	-2%	-$6.08K	0.11%	135
2024 Q1	$262K	Sell	10,350 -9	-0.1%	-$216	0.12%	123
2023 Q4	$242K	Sell	10,359 -1,404	-12%	-$30.7K	0.11%	123
2023 Q3	$253K	Sell	11,763 -3,912	-25%	-$87.9K	0.13%	114
2023 Q2	$351K	Buy	15,675 +18	+0.1%	+$393	0.18%	103
2023 Q1	$342K	Sell	15,657 -1,584	-9%	-$35.2K	0.19%	101
2022 Q4	$379K	Sell	17,241 -5,367	-24%	-$116K	0.22%	91
2022 Q3	$441K	Sell	22,608 -411	-2%	-$8.85K	0.26%	78
2022 Q2	$479K	Buy	23,019 +201	+0.9%	+$4.51K	0.27%	76
2022 Q1	$545K	Buy	22,818 +3,006	+15%	+$71.2K	0.26%	76
2021 Q4	$484K	Buy	19,812 +2,244	+13%	+$53.2K	0.23%	80
2021 Q3	$395K	Buy	17,568 +1,062	+6%	+$24.6K	0.2%	90
2021 Q2	$376K	Buy	16,506 +654	+4%	+$14.8K	0.2%	88
2021 Q1	$345K	Buy	15,852 +1,089	+7%	+$22.7K	0.2%	82
2020 Q4	$293K	Buy	+14,763	New	+$276K	0.18%	82