Abound Wealth Management’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
$36.4K Buy
2025
Q2
$26.3K Buy
2025
Q1
$2.31K Hold
2024
Q4
$2.27K Hold
2024
Q3
$2.33K Hold
2024
Q2
$2.15K Hold
2024
Q1
$2.2K Hold
2023
Q4
$2.03K Hold
2023
Q3
$1.87K Hold
2023
Q2
$1.95K Sell
2023
Q1
$5.66K Buy
2022
Q4
$1.92K Hold
2022
Q3
$1.7K Hold
2022
Q2
$1.81K Hold
2022
Q1
$2.07K Buy
2021
Q4
$1.39K Buy