Venturi Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Venturi Wealth Management’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 Q1	–	Sell
2024 Q4	$14.5K	Hold
2024 Q3	$14.9K	Hold
2024 Q2	$13.8K	Buy
2020 Q1	–	Sell
2019 Q4	$265K	Buy