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Epic Trust Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Epic Trust Investment Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,091
Closed -$342K – 104
2023
Q2 		$342K Sell
5,091
-10,966
-68% -$736K 0.48% 54
2023
Q1 		$1.05M Buy
+16,057
New +$1.05M 1.28% 18