Donor Advised Charitable Giving’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Donor Advised Charitable Giving’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$772K	Buy
2022 Q4	$427K	Buy
2021 Q2	–	Sell
2021 Q1	$206K	Buy
2020 Q3	–	Sell
2020 Q2	$263K	Hold
2020 Q1	$232K	Buy