Disciplined Investors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$294K	Buy	10,608 +27	+0.3%	+$747	0.23%	88
2025 Q1	$281K	Sell	10,581 -45	-0.4%	-$1.2K	0.25%	90
2024 Q4	$276K	Buy	+10,626	New	+$276K	0.27%	86