Fort Point Capital Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$307K	Buy	+11,103	New	+$307K	0.02%	266
2024 Q3	–	Sell	-22,119	Closed	-$546K	–	328
2024 Q2	$546K	Buy	+22,119	New	+$546K	0.07%	182