Alpha Omega 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
Q2
$209K Buy
2020
Q1
Sell
2019
Q4
$1.21M Hold
2019
Q3
$1.18M Hold
2019
Q2
$1.13M Buy
2019
Q1
$1.09M Sell
2018
Q4
$1.47M Buy