BFSG LLC’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 | $959K | Sell |
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|
2025
Q2 | $915K | Sell |
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|
2025
Q1 | $892K | Sell |
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|
2024
Q4 | $877K | Sell |
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|
2024
Q3 | $924K | Sell |
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|
2024
Q2 | $871K | Sell |
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|
2024
Q1 | $913K | Sell |
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|
2023
Q4 | $851K | Sell |
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|
2023
Q3 | $801K | Buy |
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|
2023
Q2 | $822K | Buy |
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|
2023
Q1 | $758K | Buy |
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|
2022
Q4 | $728K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $261K | Sell |
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|
2019
Q4 | $569K | Buy |
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|
2019
Q3 | $315K | Sell |
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|
2019
Q2 | $320K | Sell |
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|
2019
Q1 | $327K | Sell |
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|
2018
Q4 | $306K | Buy |
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