Womack Financial’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
Q4
$660K Sell
2025
Q3
$706K Sell
2025
Q2
$681K Buy
2025
Q1
$643K Buy
2024
Q4
$629K Buy