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

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$431K	Sell
2025 Q2	$413K	Buy
2025 Q1	$396K	Buy
2024 Q4	$388K	Sell
2024 Q3	$422K	Hold
2024 Q2	$389K	Sell
2024 Q1	$405K	Sell
2023 Q4	$384K	Buy