MPWM Advisory Solutions’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,200	Closed	-$31.9K	–	719
2025 Q1	$31.9K	Hold	1,200	–	–	0.02%	188
2024 Q4	$31.3K	Buy	+1,200	New	+$31.3K	0.02%	198