BWM
BCS 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 | $2.35M | Buy |
85,054
+10,984
| +15% | +$304K | 0.51% | 50 |
|
|
2025
Q1 | $1.97M | Buy |
74,070
+626
| +0.9% | +$16.6K | 0.51% | 48 |
|
|
2024
Q4 | $1.92M | Buy |
+73,444
| New | +$1.92M | 0.48% | 53 |
|
|
2024
Q2 | – | Sell |
-28,343
| Closed | -$2.15M | – | 214 |
|
|
2024
Q1 | $2.15M | Buy |
28,343
+277
| +1% | +$21K | 0.69% | 38 |
|
|
2023
Q4 | $1.97M | Buy |
28,066
+493
| +2% | +$34.6K | 0.72% | 37 |
|
|
2023
Q3 | $1.78M | Buy |
+27,573
| New | +$1.78M | 0.74% | 37 |
|
|
2023
Q2 | – | Sell |
-34,008
| Closed | -$2.23M | – | 160 |
|
|
2023
Q1 | $2.23M | Buy |
34,008
+6,931
| +26% | +$454K | 1.01% | 23 |
|
|
2022
Q4 | $1.79M | Sell |
27,077
-526
| -2% | -$34.7K | 0.75% | 32 |
|
|
2022
Q3 | $1.62M | Sell |
27,603
-89
| -0.3% | -$5.21K | 0.76% | 28 |
|
|
2022
Q2 | $1.73M | Buy |
27,692
+284
| +1% | +$17.7K | 0.77% | 30 |
|
|
2022
Q1 | $1.96M | Sell |
27,408
-6,540
| -19% | -$467K | 0.81% | 26 |
|
|
2021
Q4 | $2.49M | Buy |
33,948
+6,441
| +23% | +$472K | 0.89% | 25 |
|
|
2021
Q3 | $1.86M | Buy |
27,507
+116
| +0.4% | +$7.83K | 0.79% | 26 |
|
|
2021
Q2 | $1.87M | Sell |
27,391
-3,130
| -10% | -$214K | 1% | 19 |
|
|
2021
Q1 | $1.99M | Sell |
30,521
-1,116
| -4% | -$72.8K | 0.95% | 25 |
|
|
2020
Q4 | $1.88M | Sell |
31,637
-75
| -0.2% | -$4.46K | 0.98% | 24 |
|
|
2020
Q3 | $1.66M | Sell |
31,712
-4,760
| -13% | -$248K | 0.94% | 25 |
|
|
2020
Q2 | $1.83M | Buy |
36,472
+1,633
| +5% | +$81.8K | 1.1% | 21 |
|
|
2020
Q1 | $1.54M | Buy |
34,839
+18,169
| +109% | +$804K | 1.08% | 21 |
|
|
2019
Q4 | $1M | Buy |
+16,670
| New | +$1M | 0.67% | 32 |
|