EverSource Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

EverSource Wealth Advisors’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
2025 Q2	$3.07K	Hold
2025 Q1	$2.95K	Hold
2024 Q4	$2.89K	Buy
2024 Q3	–	Sell
2024 Q2	$6.02K	Hold
2024 Q1	$5.66K	Sell
2023 Q4	$13.1K	Hold
2023 Q3	$12.1K	Buy
2023 Q2	$6.71K	Sell
2023 Q1	$16.6K	Buy