Wipfli Financial Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Wipfli Financial Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$5.92M	Sell
2022 Q2	$6.42M	Sell
2022 Q1	$9.08M	Sell
2021 Q4	$9.42M	Sell
2021 Q3	$9.6M	Sell
2021 Q2	$9.79M	Sell
2021 Q1	$10.1M	Buy
2020 Q4	$9.14M	Buy