Accurate Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Buy |
14,978
+2,342
| +19% | +$66K | 0.06% | 289 |
|
|
2025
Q1 | $314K | Sell |
12,636
-7
| -0.1% | -$174 | 0.06% | 274 |
|
|
2024
Q4 | $326K | Sell |
12,643
-26,138
| -67% | -$674K | 0.06% | 283 |
|
|
2024
Q3 | $350K | Buy |
38,781
+25,551
| +193% | +$231K | 0.07% | 264 |
|
|
2024
Q2 | $336K | Sell |
13,230
-9
| -0.1% | -$228 | 0.08% | 222 |
|
|
2024
Q1 | $319K | Sell |
13,239
-357
| -3% | -$8.61K | 0.09% | 198 |
|
|
2023
Q4 | $316K | Sell |
13,596
-141
| -1% | -$3.28K | 0.1% | 192 |
|
|
2023
Q3 | $296K | Buy |
13,737
+993
| +8% | +$21.4K | 0.09% | 195 |
|
|
2023
Q2 | $287K | Buy |
12,744
+96
| +0.8% | +$2.16K | 0.09% | 205 |
|
|
2023
Q1 | $277K | Sell |
12,648
-357
| -3% | -$7.83K | 0.1% | 196 |
|
|
2022
Q4 | $294K | Buy |
+13,005
| New | +$294K | 0.11% | 172 |
|