Naviter Wealth’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
2023 Q4	–	Sell	-9,765	Closed	-$210K	–	231
2023 Q3	$210K	Hold	9,765	–	–	0.05%	189
2023 Q2	$218K	Buy	+9,765	New	+$218K	0.06%	207