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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$530K Sell
19,164
-669
-3% -$18.5K 0.42% 27
2025
Q1
$527K Hold
19,833
0.45% 22
2024
Q4
$517K Buy
+19,833
New +$517K 0.43% 22