K2 Financial’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	$1.17M	Sell	42,320 -751	-2%	-$20.8K	1.03%	32
2025 Q1	$1.06M	Sell	43,071 -698	-2%	-$17.1K	1.04%	32
2024 Q4	$1.14M	Buy	+43,769	New	+$1.14M	1.13%	30