PWM
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Partners Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Partners Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$888K Hold
33,415
– – 1.01% 32
2025
Q1 		$888K Hold
33,415
– – 1.01% 32
2024
Q4 		$871K Buy
+33,415
New +$871K 0.99% 31