Aspen Investment 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 | $260K | Sell |
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|
2025
Q1 | $261K | Buy |
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|
2024
Q4 | $238K | Buy |
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|
2024
Q3 | $244K | Sell |
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|
2024
Q2 | $236K | Buy |
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|
2024
Q1 | $234K | Buy |
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|
2023
Q4 | $216K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $201K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $241K | Hold |
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|
2018
Q4 | $217K | Buy |
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