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

PBMares Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,907
Closed -$234K – 204
2024
Q3 		$234K Hold
2,907
– – 0.05% 171
2024
Q2 		$215K Hold
2,907
– – 0.05% 170
2024
Q1 		$221K Buy
+2,907
New +$221K 0.06% 166