Legacy Financial Group (Iowa)
SCHV icon

Legacy Financial Group (Iowa)’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Legacy Financial Group (Iowa)’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
2025
Q2 		$383K Sell
2025
Q1 		$372K Buy
2024
Q4 		$357K Buy
2023
Q4 		– Sell
2023
Q3 		$6.96K Buy