Trust Point Inc’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Trust Point Inc’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$442K	Buy	12,686 +2,437	+24%	+$80.3K	0.04%	249
2026 Q1	$313K	Buy	10,249 +1,802	+21%	+$56.1K	0.03%	375
2025 Q4	$250K	Buy	+8,447	New	+$247K	0.02%	413
2025 Q2	–	Sell	-21,585	Closed	-$574K	–	459
2025 Q1	$574K	Buy	+21,585	New	+$579K	0.05%	196

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