Hart & Patterson Financial Group’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
2024 Q4	$2.6M	Buy	99,627 +1,302	+1%	+$33.9K	1.26%	27
2024 Q3	$2.63M	Sell	98,325 -2,664	-3%	-$71.4K	1.25%	27
2024 Q2	$2.49M	Buy	100,989 +13,173	+15%	+$325K	1.24%	26
2024 Q1	$2.22M	Sell	87,816 -2,619	-3%	-$66.3K	1.1%	27
2023 Q4	$2.11M	Buy	+90,435	New	+$2.11M	1.1%	21