Great Valley Advisor Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$626K Buy
2024
Q4
Sell
2024
Q3
$204K Sell
2024
Q2
$305K Buy
2023
Q2
Sell
2023
Q1
$205K Buy
2022
Q4
$206K Buy