Accurate 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 | $439K | Buy |
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|
2025
Q2 | $422K | Buy |
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|
2025
Q1 | $314K | Sell |
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|
2024
Q4 | $326K | Sell |
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|
2024
Q3 | $350K | Buy |
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|
2024
Q2 | $336K | Sell |
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|
2024
Q1 | $319K | Sell |
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|
2023
Q4 | $316K | Sell |
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|
2023
Q3 | $296K | Buy |
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|
2023
Q2 | $287K | Buy |
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|
2023
Q1 | $277K | Sell |
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|
2022
Q4 | $294K | Buy |
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