Richard W. Paul & Associates’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Richard W. Paul & Associates’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 Q1	–	Sell
2024 Q4	$2.82K	Hold
2024 Q3	$2.89K	Hold
2024 Q2	$2.67K	Hold
2024 Q1	$2.73K	Hold
2023 Q4	$2.52K	Sell
2023 Q3	$4.51K	Hold
2023 Q2	$4.7K	Hold
2023 Q1	$4.59K	Hold
2022 Q4	$4.62K	Buy