Forbes Financial Planning’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Forbes Financial Planning’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
2023 Q3	–	Sell
2023 Q2	$6.31M	Sell
2023 Q1	$6.31M	Buy
2022 Q4	$4.84M	Hold
2022 Q3	$4.84M	Buy
2022 Q2	$4.92M	Buy
2022 Q1	$5.54M	Buy
2021 Q4	$5.28M	Buy