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

GeoWealth Management’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 Q1	–	Sell
2024 Q4	$16.6K	Sell
2024 Q3	$70.2K	Buy
2024 Q2	–	Sell
2024 Q1	$177K	Sell
2023 Q4	$951K	Buy