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

Institute for Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1
Closed – – 81
2013
Q4 		$0 Buy
+1
New – ﹤0.01% 82