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

Ledge 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
2023 Q4	$626K	Buy
2023 Q3	$571K	Buy
2023 Q2	$591K	Sell
2023 Q1	$799K	Sell
2022 Q4	$2.23M	Buy
2022 Q3	$1.3M	Sell
2022 Q2	$2.22M	Buy
2022 Q1	$2M	Buy