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

LWM Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$333K Buy
12,017
+7
+0.1% +$194 0.32% 19
2025
Q1 		$315K Buy
+12,010
New +$315K 0.32% 17