LifePlan Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

LifePlan Investment Advisors’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	$3.51M	Sell
2025 Q1	$3.39M	Sell
2024 Q4	$3.36M	Sell
2024 Q3	$3.59M	Buy
2024 Q2	$3.27M	Buy
2024 Q1	$3.24M	Sell
2023 Q4	$3.09M	Buy
2023 Q3	$2.77M	Buy
2023 Q2	$2.85M	Buy