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

Wedmont Private Capital’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$504K Sell
17,990
-998
-5% -$28K 0.02% 430
2025
Q1 		$471K Buy
18,988
+2,309
+14% +$57.3K 0.02% 398
2024
Q4 		$430K Buy
+16,679
New +$430K 0.02% 430