Emprise Bank’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 Q1	–	Sell	-8,460	Closed	-$221K	–	104
2024 Q4	$221K	Sell	8,460 -2,700	-24%	-$70.4K	0.12%	96
2024 Q3	$299K	Hold	11,160	–	–	0.17%	82
2024 Q2	$276K	Hold	11,160	–	–	0.17%	86
2024 Q1	$283K	Buy	+11,160	New	+$283K	0.19%	92