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Oak Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Oak Asset Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-69,840
Closed -$4.36M – 146
2022
Q2 		$4.36M Buy
+69,840
New +$4.36M 2.07% 14