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

SteelPeak Wealth’s Portfolio SCHV Stock Details SCHV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$5.05M	Buy
2025 Q1	–	Sell
2024 Q4	$5.39M	Buy
2024 Q1	–	Sell
2023 Q4	$1.4M	Buy
2021 Q1	–	Sell
2020 Q4	$213K	Buy
2020 Q1	–	Sell
2019 Q4	$202K	Buy