Barden Capital Management’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 | $3.23M | Sell |
116,658
-2,150
| -2% | -$59.5K | 2.83% | 8 |
|
|
2025
Q1 | $3.16M | Buy |
118,808
+1,439
| +1% | +$38.2K | 2.81% | 9 |
|
|
2024
Q4 | $3.06M | Buy |
117,369
+5,736
| +5% | +$150K | 2.62% | 10 |
|
|
2024
Q3 | $2.99M | Buy |
111,633
+4,233
| +4% | +$113K | 2.63% | 11 |
|
|
2024
Q2 | $2.65M | Buy |
107,400
+3,213
| +3% | +$79.3K | 2.5% | 12 |
|
|
2024
Q1 | $2.64M | Sell |
104,187
-36,561
| -26% | -$926K | 2.55% | 10 |
|
|
2023
Q4 | $3.02M | Hold |
140,748
| – | – | 2.46% | 12 |
|
|
2023
Q3 | $3.02M | Buy |
140,748
+31,761
| +29% | +$682K | 2.94% | 8 |
|
|
2023
Q2 | $2.44M | Sell |
108,987
-41,052
| -27% | -$918K | 2.68% | 9 |
|
|
2023
Q1 | $3.28M | Sell |
150,039
-732
| -0.5% | -$16K | 3.13% | 6 |
|
|
2022
Q4 | $3.32M | Buy |
150,771
+7,305
| +5% | +$161K | 3.4% | 6 |
|
|
2022
Q3 | $2.8M | Sell |
143,466
-2,952
| -2% | -$57.6K | 3.26% | 6 |
|
|
2022
Q2 | $3.05M | Buy |
146,418
+7,593
| +5% | +$158K | 3.3% | 6 |
|
|
2022
Q1 | $3.3M | Buy |
138,825
+9,153
| +7% | +$218K | 3.24% | 6 |
|
|
2021
Q4 | $3.17M | Buy |
+129,672
| New | +$3.17M | 3.02% | 6 |
|