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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$951K	Sell
2025 Q2	$888K	Hold
2025 Q1	$888K	Hold
2024 Q4	$871K	Buy