Lee, Danner & Bass’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 Q1	–	Sell	-155	Closed	-$4.04K	–	625
2024 Q4	$4.04K	Buy	+155	New	+$4.04K	﹤0.01%	617