AWP
Atlas Wealth Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $733K | Buy |
26,475
+1,245
| +5% | +$34.5K | 0.85% | 18 |
|
|
2025
Q1 | $671K | Buy |
25,230
+1,582
| +7% | +$42.1K | 0.83% | 18 |
|
|
2024
Q4 | $617K | Buy |
23,648
+15,979
| +208% | +$417K | 0.78% | 19 |
|
|
2024
Q3 | $616K | Buy |
+7,669
| New | +$616K | 0.94% | 20 |
|
|
2023
Q3 | – | Sell |
-7,794
| Closed | -$537K | – | 35 |
|
|
2023
Q2 | $537K | Buy |
+7,794
| New | +$537K | 1.55% | 16 |
|