Grimes & Company’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
2023 Q1	–	Sell	-9,612	Closed	-$212K	–	316
2022 Q4	$212K	Sell	9,612 -9,210	-49%	-$203K	0.01%	265
2022 Q3	$367K	Buy	+18,822	New	+$367K	0.02%	204