Private Wealth Management Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Private Wealth Management Group’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 Q3	$3.93K	Hold
2025 Q2	$3.74K	Hold
2025 Q1	$3.59K	Hold
2024 Q4	$3.52K	Hold
2024 Q3	$3.62K	Hold
2024 Q2	$3.33K	Hold
2024 Q1	$3.42K	Hold
2023 Q4	$3.15K	Buy