Transamerica Financial 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
2023 Q3	–	Sell	-801	Closed	-$18K	–	654
2023 Q2	$18K	Hold	801	–	–	﹤0.01%	293
2023 Q1	$18K	Hold	801	–	–	﹤0.01%	304
2022 Q4	$18K	Buy	+801	New	+$18K	﹤0.01%	303