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Trinity Financial Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Trinity Financial Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,388
Closed -$248K – 68
2021
Q4 		$248K Buy
+3,388
New +$248K 0.15% 53