United Advisor Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

United Advisor Group’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
2025 Q2	$1.21M	Buy
2025 Q1	$367K	Buy
2024 Q4	$320K	Sell
2024 Q3	$331K	Sell
2024 Q2	$306K	Buy
2024 Q1	$288K	Buy