WPA
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Wealth Preservation Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Wealth Preservation Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$464K Sell
16,774
-112
-0.7% -$3.1K 0.29% 46
2025
Q1 		$449K Buy
+16,886
New +$449K 0.32% 41