EPM
Elm Partners Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Hold |
12,099
| – | – | 0.02% | 81 |
|
|
2025
Q1 | $322K | Sell |
12,099
-240
| -2% | -$6.38K | 0.02% | 56 |
|
|
2024
Q4 | $322K | Buy |
+12,339
| New | +$322K | 0.02% | 57 |
|
|
2024
Q3 | – | Sell |
-4,095
| Closed | -$303K | – | 64 |
|
|
2024
Q2 | $303K | Hold |
4,095
| – | – | 0.02% | 55 |
|
|
2024
Q1 | $311K | Buy |
+4,095
| New | +$311K | 0.02% | 54 |
|