William Howard & Co Financial Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$245K Buy
2025
Q2
$231K Buy
2025
Q1
$221K Buy
2024
Q4
$216K Buy
2024
Q3
$220K Buy
2024
Q2
$201K Hold
2024
Q1
$206K Buy