Abound 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 | $26.3K | Buy |
951
+864
| +993% | +$23.9K | 0.01% | 284 |
|
|
2025
Q1 | $2.31K | Hold |
87
| – | – | ﹤0.01% | 677 |
|
|
2024
Q4 | $2.27K | Hold |
87
| – | – | ﹤0.01% | 662 |
|
|
2024
Q3 | $2.33K | Hold |
87
| – | – | ﹤0.01% | 685 |
|
|
2024
Q2 | $2.15K | Hold |
87
| – | – | ﹤0.01% | 637 |
|
|
2024
Q1 | $2.2K | Hold |
87
| – | – | ﹤0.01% | 667 |
|
|
2023
Q4 | $2.03K | Hold |
87
| – | – | ﹤0.01% | 652 |
|
|
2023
Q3 | $1.87K | Hold |
87
| – | – | ﹤0.01% | 625 |
|
|
2023
Q2 | $1.95K | Sell |
87
-171
| -66% | -$3.83K | ﹤0.01% | 651 |
|
|
2023
Q1 | $5.66K | Buy |
258
+171
| +197% | +$3.75K | ﹤0.01% | 380 |
|
|
2022
Q4 | $1.92K | Hold |
87
| – | – | ﹤0.01% | 543 |
|
|
2022
Q3 | $1.7K | Hold |
87
| – | – | ﹤0.01% | 515 |
|
|
2022
Q2 | $1.81K | Hold |
87
| – | – | ﹤0.01% | 108 |
|
|
2022
Q1 | $2.07K | Buy |
87
+30
| +53% | +$714 | ﹤0.01% | 108 |
|
|
2021
Q4 | $1.39K | Buy |
+57
| New | +$1.39K | ﹤0.01% | 103 |
|