Perissos Private Wealth Management’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	$210K	Buy	7,602 +25	+0.3%	+$692	0.17%	68
2025 Q1	$201K	Buy	+7,577	New	+$201K	0.18%	72
2024 Q4	–	Sell	-7,524	Closed	-$202K	–	91
2024 Q3	$202K	Buy	+7,524	New	+$202K	0.16%	84