Pinney & Scofield’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	$12.2K	Buy	439 +2	+0.5%	+$55	0.01%	169
2025 Q1	$11.6K	Buy	437 +2	+0.5%	+$53	0.01%	164
2024 Q4	$11.3K	Buy	+435	New	+$11.3K	0.01%	167