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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$350K	Buy
2025 Q1	$319K	Hold
2024 Q4	$313K	Buy