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

SpringVest Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.4M Buy
195,326
+9,962
+5% +$276K 4.38% 6
2025
Q1 		$4.93M Sell
185,364
-2,499
-1% -$66.4K 4.09% 6
2024
Q4 		$4.9M Buy
+187,863
New +$4.9M 4.2% 6