BCS Wealth 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 | $2.35M | Buy |
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|
2025
Q1 | $1.97M | Buy |
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|
2024
Q4 | $1.92M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $2.15M | Buy |
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|
2023
Q4 | $1.97M | Buy |
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|
2023
Q3 | $1.78M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.23M | Buy |
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|
2022
Q4 | $1.79M | Sell |
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|
2022
Q3 | $1.61M | Sell |
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|
2022
Q2 | $1.73M | Buy |
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|
2022
Q1 | $1.96M | Sell |
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|
2021
Q4 | $2.49M | Buy |
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|
2021
Q3 | $1.86M | Buy |
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|
2021
Q2 | $1.87M | Sell |
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|
2021
Q1 | $1.99M | Sell |
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|
2020
Q4 | $1.88M | Sell |
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|
2020
Q3 | $1.66M | Sell |
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|
2020
Q2 | $1.83M | Buy |
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|
2020
Q1 | $1.54M | Buy |
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|
2019
Q4 | $1M | Buy |
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