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

SGL Investment Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$291K Buy
10,403
+1,426
+16% +$39.8K 0.14% 108
2025
Q1 		$235K Buy
+8,977
New +$235K 0.12% 108
2024
Q4 		– Sell
-7,346
Closed -$200K – 121
2024
Q3 		$200K Buy
+7,346
New +$200K 0.1% 106