DT
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Diversified Trust’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Diversified Trust’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$239K Buy
8,643
+40
+0.5% +$1.11K 0.01% 822
2025
Q1 		$229K Sell
8,603
-346
-4% -$9.2K 0.01% 814
2024
Q4 		$233K Buy
+8,949
New +$233K 0.01% 809