LRI Investments’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

LRI Investments’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
2026 Q2	–	Sell	-261	Closed	-$7.96K	–	1997
2026 Q1	$7.96K	Hold	261	–	–	﹤0.01%	948
2025 Q4	$7.73K	Hold	261	–	–	﹤0.01%	937
2025 Q3	$7.6K	Hold	261	–	–	﹤0.01%	934
2025 Q2	$7.22K	Hold	261	–	–	﹤0.01%	917
2025 Q1	$6.94K	Hold	261	–	–	﹤0.01%	864
2024 Q4	$6.8K	Sell	261 -522	-67%	-$14.1K	﹤0.01%	859
2024 Q3	$7.11K	Buy	783 +522	+200%	+$13.4K	﹤0.01%	848
2024 Q2	$6.45K	Hold	261	–	–	﹤0.01%	835
2024 Q1	$6.61K	Buy	+261	New	+$6.26K	﹤0.01%	577

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