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

Sterling Wealth Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$355K Hold
12,660
– – 0.25% 16
2025
Q1 		$337K Hold
12,660
– – 0.26% 16
2024
Q4 		$330K Buy
+12,660
New +$330K 0.26% 16