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Fi3 Financial Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Fi3 Financial Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$362K Hold
13,074
– – 0.13% 76
2025
Q1 		$348K Hold
13,074
– – 0.14% 69
2024
Q4 		$341K Hold
13,074
– – 0.13% 64
2024
Q3 		$350K Buy
+13,074
New +$350K 0.14% 57