Treybourne Wealth Planners’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
2021 Q2	$28.6M	Buy	1,256,100 +78,165	+7%	+$1.78M	17.72%	2
2021 Q1	$25.6M	Buy	1,177,935 +78,018	+7%	+$1.7M	17.76%	2
2020 Q4	$21.8M	Buy	+1,099,917	New	+$21.8M	15.72%	2