Prosperity Capital Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$315K Buy
2025
Q2
$291K Hold
2025
Q1
$279K Hold
2024
Q4
$274K Sell
2024
Q3
$282K Sell
2024
Q2
$264K Sell
2024
Q1
$480K Buy
2023
Q4
$258K Buy