Focus Partners Wealth
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Focus Partners Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Focus Partners Wealth’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 		$18.5M Buy
2025
Q1 		$10.2M Buy
2024
Q4 		$7.14M Sell
2024
Q3 		$7.78M Sell
2024
Q2 		$8M Buy
2024
Q1 		$4.05M Sell
2023
Q4 		$3.88M Buy