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Phil A. Younker & Associates’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Phil A. Younker & Associates’s Portfolio SCHV Stock Details SCHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$350K Buy
12,660
+660
+6% +$18.3K 0.35% 25
2025
Q1 		$319K Hold
12,000
– – 0.31% 24
2024
Q4 		$313K Buy
+12,000
New +$313K 0.31% 23