Wescott Financial Advisory Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Wescott Financial Advisory Group’s Portfolio SCHV Stock Details SCHV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.04M	Buy
2024 Q1	–	Sell
2023 Q4	$205K	Buy
2022 Q2	–	Sell
2022 Q1	$262K	Buy