Hidden Cove Wealth Management’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
$945K Sell
34,144
-181
-0.5% -$5.01K 0.68% 25
2025
Q1
$912K Sell
34,325
-985
-3% -$26.2K 0.72% 20
2024
Q4
$921K Buy
+35,310
New +$921K 0.75% 20