Glass Jacobson Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Glass Jacobson Investment Advisors’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	–	Sell
2025 Q1	$2.3M	Hold
2024 Q4	$2.3M	Buy
2024 Q3	$2.35M	Sell
2024 Q2	$2.17M	Buy
2024 Q1	$2.05M	Buy
2023 Q4	$1.73M	Buy
2023 Q3	$1.36M	Buy
2023 Q2	$1.23M	Buy
2022 Q4	$1.06M	Buy