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Independent Wealth Network’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Independent Wealth Network’s Portfolio SCHV Stock Details SCHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$537K Buy
19,415
+284
+1% +$7.86K 0.2% 130
2025
Q1 		$509K Buy
19,131
+5,614
+42% +$149K 0.2% 126
2024
Q4 		$352K Buy
+13,517
New +$352K 0.14% 157