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

LWM 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 Q3	$335K	Sell
2025 Q2	$333K	Buy
2025 Q1	$315K	Buy