Basepoint Wealth LLC’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
Q2
$434K Sell
2025
Q1
$432K Sell
2024
Q4
$432K Sell
2024
Q3
$639K Sell
2024
Q2
$600K Buy
2024
Q1
$577K Buy