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

TCFG 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 		$239K Hold
8,652
– – 0.11% 218
2025
Q1 		$230K Hold
8,652
– – 0.12% 204
2024
Q4 		$226K Buy
8,652
+5,768
+200% – 0.11% 202
2024
Q3 		$232K Buy
+2,884
New +$232K 0.12% 192