Hazlett, Burt & Watson’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
Q2
$258K Hold
2025
Q1
$248K Hold
2024
Q4
$243K Buy
2024
Q3
$152K Hold
2024
Q2
$140K Hold
2024
Q1
$143K Buy
2023
Q4
$75K Hold
2023
Q3
$69K Hold
2023
Q2
$71K Buy
2023
Q1
$69K Buy