PWM
SCHV icon

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

Penobscot Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$225K Buy
+8,144
New +$225K 0.08% 90
2024
Q2 		– Sell
-4,556
Closed -$346K – 79
2024
Q1 		$346K Buy
+4,556
New +$346K 0.22% 53