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

Schwallier Wealth Management’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 Q2	$397K	Buy
2025 Q1	$380K	Sell
2024 Q4	$394K	Buy
2024 Q3	$401K	Buy
2024 Q2	$366K	Sell
2024 Q1	$773K	Sell
2023 Q4	$720K	Buy