Waterloo Capital’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Waterloo Capital’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	$481K	Buy
2025 Q1	$457K	Buy
2024 Q4	$403K	Buy
2024 Q3	$411K	Buy
2024 Q2	$375K	Hold
2024 Q1	$385K	Sell
2023 Q4	$396K	Buy
2023 Q3	$362K	Buy
2023 Q2	$375K	Buy
2023 Q1	$365K	Buy
2020 Q1	$659K	Buy