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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-8,784	Closed	-$205K	–	173
2023 Q4	$205K	Buy	+8,784	New	+$205K	0.03%	158
2022 Q2	–	Sell	-11,001	Closed	-$262K	–	140
2022 Q1	$262K	Buy	+11,001	New	+$262K	0.07%	108