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

TFO Wealth Partners’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-13,878
Closed -$329K – 159
2021
Q4 		$329K Buy
+13,878
New +$329K 0.06% 30