Planning Capital Management Corporation’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
2024 Q3	$191K	Buy	7,119 +78	+1%	+$2.09K	0.13%	87
2024 Q2	$174K	Hold	7,041	–	–	0.12%	96
2024 Q1	$178K	Sell	7,041 -198	-3%	-$5.01K	0.13%	93
2023 Q4	$169K	Buy	+7,239	New	+$169K	0.13%	94