New Century Financial Group’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	$266K	Sell	9,618 -619	-6%	-$17.1K	0.31%	75
2025 Q1	$272K	Buy	10,237 +2,097	+26%	+$55.7K	0.31%	101
2024 Q4	$213K	Sell	8,140 -344	-4%	-$9.01K	0.09%	278
2024 Q3	$227K	Buy	8,484 +105	+1%	+$2.81K	0.08%	286
2024 Q2	$207K	Buy	+8,379	New	+$207K	0.09%	270