BWM
BCGM Wealth Management’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 | $1.27M | Buy |
45,908
+408
| +0.9% | +$11.3K | 0.36% | 69 |
|
|
2025
Q1 | $1.21M | Buy |
45,500
+2,682
| +6% | +$71.3K | 0.37% | 65 |
|
|
2024
Q4 | $1.12M | Buy |
42,818
+28,646
| +202% | +$747K | 0.35% | 66 |
|
|
2024
Q3 | $1.14M | Buy |
14,172
+66
| +0.5% | +$5.3K | 0.37% | 63 |
|
|
2024
Q2 | $1.04M | Sell |
14,106
-4,816
| -25% | -$357K | 0.36% | 63 |
|
|
2024
Q1 | $1.44M | Sell |
18,922
-202
| -1% | -$15.3K | 0.52% | 51 |
|
|
2023
Q4 | $1.34M | Sell |
19,124
-780
| -4% | -$54.7K | 0.55% | 47 |
|
|
2023
Q3 | $1.28M | Sell |
19,904
-132
| -0.7% | -$8.51K | 0.59% | 45 |
|
|
2023
Q2 | $1.34M | Sell |
20,036
-60,505
| -75% | -$4.06M | 0.59% | 42 |
|
|
2023
Q1 | $5.28M | Sell |
80,541
-11,803
| -13% | -$774K | 2.66% | 9 |
|
|
2022
Q4 | $6.1M | Buy |
92,344
+1,764
| +2% | +$116K | 2.97% | 7 |
|
|
2022
Q3 | $5.79M | Buy |
90,580
+74,829
| +475% | +$4.78M | 2.89% | 8 |
|
|
2022
Q2 | $1.05M | Sell |
15,751
-596
| -4% | -$39.6K | 0.53% | 41 |
|
|
2022
Q1 | $1.1M | Buy |
16,347
+117
| +0.7% | +$7.89K | 0.6% | 41 |
|
|
2021
Q4 | $1.19M | Sell |
16,230
-515
| -3% | -$37.7K | 0.64% | 36 |
|
|
2021
Q3 | $1.19M | Sell |
16,745
-450
| -3% | -$32K | 0.66% | 36 |
|
|
2021
Q2 | $1.19M | Sell |
17,195
-3,811
| -18% | -$264K | 0.71% | 29 |
|
|
2021
Q1 | $1.4M | Sell |
21,006
-115,570
| -85% | -$7.69M | 0.96% | 22 |
|
|
2020
Q4 | $8.55M | Buy |
+136,576
| New | +$8.55M | 6.05% | 3 |
|