Beacon Capital Management LLC (Tennessee)’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 | $47.2K | Sell |
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|
2025
Q1 | $47.9K | Buy |
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|
2024
Q4 | $46.7K | Buy |
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|
2024
Q3 | $47.8K | Buy |
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|
2024
Q2 | $44K | Hold |
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|
2024
Q1 | $45.1K | Hold |
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|
2023
Q4 | $38.3K | Hold |
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|
2023
Q3 | $39.9K | Hold |
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|
2023
Q2 | $39.9K | Hold |
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|
2023
Q1 | $39K | Hold |
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|
2022
Q4 | $39.2K | Sell |
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|
2022
Q3 | $40K | Hold |
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|
2022
Q2 | $46K | Hold |
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|
2022
Q1 | $46K | Buy |
|