Watershed Private Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Watershed Private Wealth’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
2024 Q3	–	Sell
2024 Q2	$1.3M	Hold
2024 Q1	$1.33M	Sell
2023 Q4	$1.53M	Buy
2023 Q3	$684K	Buy