Tidemark’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	$33.2K	Hold	1,200	–	–	0.01%	290
2025 Q1	$31.9K	Hold	1,200	–	–	0.01%	298
2024 Q4	$31.3K	Hold	1,200	–	–	0.01%	295
2024 Q3	$32.1K	Buy	+1,200	New	+$32.1K	0.01%	288