Sound Income Strategies’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	$996	Hold	36	–	–	﹤0.01%	1371
2025 Q1	$957	Hold	36	–	–	﹤0.01%	1352
2024 Q4	$939	Buy	+36	New	+$939	﹤0.01%	1285
2018 Q4	–	Sell	-357	Closed	-$7K	–	778
2018 Q3	$7K	Buy	+357	New	+$7K	﹤0.01%	416