Golden Bell Financial Planning’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	$4.45M	Sell	160,958 -8,687	-5%	-$240K	4.19%	11
2025 Q1	$4.51M	Sell	169,645 -9,646	-5%	-$256K	4.38%	11
2024 Q4	$4.67M	Buy	+179,291	New	+$4.67M	4.7%	11