Robinson Smith Wealth 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
Q2
$704K Hold
2025
Q1
$676K Buy
2024
Q4
$208K Sell
2024
Q3
$228K Hold
2024
Q2
$210K Hold
2024
Q1
$216K Buy