HWM
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Horizons Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Horizons Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$49.2K Sell
1,776
-580
-25% -$16.1K 0.04% 99
2025
Q1 		$62.6K Buy
+2,356
New +$62.6K 0.05% 85