Diversified’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
2024 Q3	$1.09M	Buy	40,791 +8,226	+25%	+$220K	0.12%	70
2024 Q2	$804K	Buy	+32,565	New	+$804K	0.09%	83
2024 Q1	–	Sell	-9,504	Closed	-$222K	–	182
2023 Q4	$222K	Buy	+9,504	New	+$222K	0.05%	139