Family Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Family Asset Management’s Portfolio SCHV Stock Details SCHV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$434K	Sell
2024 Q2	$495K	Sell
2024 Q1	$1.2M	Sell
2023 Q4	$1.48M	Sell
2023 Q3	$3.01M	Sell
2023 Q2	$4.31M	Sell
2023 Q1	$4.44M	Buy
2022 Q4	$4.22M	Buy