Strategic Wealth Investment Group’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 Q1	–	Sell	-12,281	Closed	-$320K	–	98
2024 Q4	$320K	Buy	12,281 +3,752	+44%	+$97.8K	0.04%	110
2024 Q3	$228K	Hold	8,529	–	–	0.02%	123
2024 Q2	$210K	Buy	+8,529	New	+$210K	0.03%	132