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

HRC Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$37.6M	Buy
2025 Q2	$35.3M	Buy
2025 Q1	$31.9M	Buy
2024 Q4	$31M	Buy
2024 Q3	$31.3M	Sell
2024 Q2	$28.9M	Buy
2024 Q1	$29M	Sell
2023 Q4	$26.8M	Buy