LFS
SCHV

Lutz Financial Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Lutz Financial Services’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
Q1 		$252K Hold
8,275
– – 0.02% 96
2025
Q4 		$245K Hold
8,275
– – 0.02% 96
2025
Q3 		$241K Hold
8,275
– – 0.02% 91
2025
Q2 		$229K Hold
8,275
– – 0.02% 93
2025
Q1 		$220K Hold
8,275
– – 0.02% 89
2024
Q4 		$216K Sell
8,275
-2
-0% -$54 0.02% 90
2024
Q3 		$222K Hold
8,277
– – 0.02% 84
2024
Q2 		$204K Hold
8,277
– – 0.02% 86
2024
Q1 		$210K Buy
+8,277
New +$198K 0.02% 85
2022
Q1 		– Sell
-8,277
Closed -$202K – 63
2021
Q4 		$202K Buy
+8,277
New +$196K 0.02% 63

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