&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
$406K Sell
14,688
-1,323
-8% -$36.6K ﹤0.01% 1454
2025
Q1
$389K Buy
16,011
+3,772
+31% +$91.6K ﹤0.01% 1261
2024
Q4
$321K Buy
12,239
+32
+0.3% +$838 ﹤0.01% 1301
2024
Q3
$327K Buy
+12,207
New +$327K 0.01% 1056