Wilkins Miller Wealth Management’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
2025 Q2	$2.18M	Buy	78,760 +8,092	+11%	+$224K	1.48%	20
2025 Q1	$1.88M	Buy	70,668 +1,786	+3%	+$47.5K	1.41%	22
2024 Q4	$1.8M	Buy	+68,882	New	+$1.8M	1.88%	13