Diversified Enterprises’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	$2.76M	Sell	99,653 -11,965	-11%	-$331K	0.21%	49
2025 Q1	$2.97M	Buy	111,618 +72,900	+188%	+$1.94M	0.25%	42
2024 Q4	$1.01M	Sell	38,718 -2,073	-5%	-$54K	0.1%	80
2024 Q3	$1.09M	Buy	+40,791	New	+$1.09M	0.12%	70