Aberdeen 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 | $8.3K | Hold |
300
| – | – | 0.01% | 162 |
|
|
2025
Q1 | $7.97K | Hold |
300
| – | – | 0.01% | 157 |
|
|
2024
Q4 | $7.82K | Hold |
300
| – | – | 0.01% | 163 |
|
|
2024
Q3 | $8.04K | Hold |
300
| – | – | 0.01% | 166 |
|
|
2024
Q2 | $7.41K | Hold |
300
| – | – | 0.01% | 168 |
|
|
2024
Q1 | $7.6K | Hold |
300
| – | – | ﹤0.01% | 172 |
|
|
2023
Q4 | $7.01K | Hold |
300
| – | – | 0.01% | 161 |
|
|
2023
Q3 | $6.45K | Hold |
300
| – | – | ﹤0.01% | 159 |
|
|
2023
Q2 | $6.71K | Hold |
300
| – | – | ﹤0.01% | 159 |
|
|
2023
Q1 | $6.56K | Hold |
300
| – | – | ﹤0.01% | 166 |
|
|
2022
Q4 | $6.6K | Hold |
300
| – | – | 0.01% | 167 |
|
|
2022
Q3 | $6K | Hold |
300
| – | – | 0.01% | 160 |
|
|
2022
Q2 | $6K | Hold |
300
| – | – | ﹤0.01% | 163 |
|
|
2022
Q1 | $7K | Hold |
300
| – | – | ﹤0.01% | 167 |
|
|
2021
Q4 | $7K | Buy |
+300
| New | +$7K | ﹤0.01% | 159 |
|
|
2021
Q2 | – | Sell |
-300
| Closed | -$7K | – | 151 |
|
|
2021
Q1 | $7K | Hold |
300
| – | – | 0.01% | 147 |
|
|
2020
Q4 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 153 |
|