American Financial & Tax Strategies’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 | $3.87M | Sell |
139,983
-3,724
| -3% | -$103K | 2% | 15 |
|
|
2025
Q1 | $3.82M | Sell |
143,707
-11,578
| -7% | -$308K | 2.05% | 14 |
|
|
2024
Q4 | $4.05M | Sell |
155,285
-169
| -0.1% | -$4.41K | 2.1% | 14 |
|
|
2024
Q3 | $4.16M | Sell |
155,454
-2,973
| -2% | -$79.6K | 2.11% | 14 |
|
|
2024
Q2 | $3.91M | Buy |
158,427
+102
| +0.1% | +$2.52K | 2.06% | 15 |
|
|
2024
Q1 | $4.01M | Buy |
158,325
+50,457
| +47% | +$1.28M | 2.15% | 15 |
|
|
2023
Q4 | $1.25M | Buy |
+107,868
| New | +$1.25M | 0.72% | 45 |
|