B
Bensler’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 | $270K | Buy |
9,767
+10
| +0.1% | +$277 | 0.03% | 147 |
|
|
2025
Q1 | $259K | Buy |
9,757
+10
| +0.1% | +$266 | 0.03% | 137 |
|
|
2024
Q4 | $254K | Buy |
9,747
+6,502
| +200% | +$170K | 0.03% | 144 |
|
|
2024
Q3 | $261K | Buy |
3,245
+7
| +0.2% | +$563 | 0.03% | 144 |
|
|
2024
Q2 | $240K | Hold |
3,238
| – | – | 0.03% | 144 |
|
|
2024
Q1 | $246K | Buy |
3,238
+3
| +0.1% | +$228 | 0.04% | 137 |
|
|
2023
Q4 | $227K | Sell |
3,235
-199
| -6% | -$13.9K | 0.04% | 143 |
|
|
2023
Q3 | $221K | Buy |
3,434
+4
| +0.1% | +$258 | 0.04% | 140 |
|
|
2023
Q2 | $230K | Buy |
3,430
+4
| +0.1% | +$268 | 0.04% | 146 |
|
|
2023
Q1 | $225K | Sell |
3,426
-398
| -10% | -$26.1K | 0.05% | 145 |
|
|
2022
Q4 | $252K | Sell |
3,824
-276
| -7% | -$18.2K | 0.06% | 137 |
|
|
2022
Q3 | $240K | Buy |
4,100
+10
| +0.2% | +$585 | 0.06% | 132 |
|
|
2022
Q2 | $255K | Buy |
4,090
+8
| +0.2% | +$499 | 0.06% | 132 |
|
|
2022
Q1 | $291K | Buy |
+4,082
| New | +$291K | 0.06% | 130 |
|