Berger Financial Group’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
Q3 | $2.1M | Buy |
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|
2025
Q2 | $1.91M | Sell |
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|
2025
Q1 | $2.06M | Sell |
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|
2024
Q4 | $2.15M | Buy |
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|
2024
Q3 | $2.21M | Sell |
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|
2024
Q2 | $2.2M | Sell |
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|
2024
Q1 | $2.33M | Buy |
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|
2023
Q4 | $568K | Sell |
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|
2023
Q3 | $529K | Sell |
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|
2023
Q2 | $559K | Hold |
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|
2023
Q1 | $547K | Sell |
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|
2022
Q4 | $816K | Buy |
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|
2022
Q3 | $507K | Buy |
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|
2022
Q2 | $532K | Buy |
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|
2022
Q1 | $542K | Buy |
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|
2021
Q4 | $459K | Hold |
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|
2021
Q3 | $423K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $224K | Sell |
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|
2020
Q4 | $223K | Buy |
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