WR Wealth Planners’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 Q4	$14.1K	Hold	540	–	–	﹤0.01%	540
2024 Q3	$14.5K	Buy	+540	New	+$14.5K	﹤0.01%	570