Wealthspan Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Wealthspan Partners’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	$429K	Hold
2025 Q1	$412K	Sell
2024 Q4	$438K	Hold
2024 Q3	$450K	Hold
2024 Q2	$414K	Buy
2024 Q1	$332K	Buy