Stewardship Advisors’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	$1.68M	Buy	60,818 +2,248	+4%	+$62.2K	0.43%	37
2025 Q1	$1.56M	Buy	58,570 +5,203	+10%	+$138K	0.42%	37
2024 Q4	$1.39M	Buy	53,367 +12,645	+31%	+$330K	0.39%	43
2024 Q3	$1.09M	Buy	40,722 +28,872	+244%	+$773K	0.31%	45
2024 Q2	$293K	Buy	+11,850	New	+$293K	0.1%	58