ORG Wealth Partners’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	$16.5K	Hold	591	–	–	﹤0.01%	449
2025 Q1	$15.7K	Buy	+591	New	+$15.7K	﹤0.01%	485