Blue Barn Wealth’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 | $553K | Sell |
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|
2025
Q1 | $534K | Sell |
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|
2024
Q4 | $543K | Buy |
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|
2024
Q3 | $551K | Buy |
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|
2024
Q2 | $503K | Buy |
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|
2024
Q1 | $460K | Sell |
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|
2023
Q4 | $495K | Sell |
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|
2023
Q3 | $515K | Sell |
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|
2023
Q2 | $570K | Sell |
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|
2023
Q1 | $582K | Sell |
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|
2022
Q4 | $676K | Sell |
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|
2022
Q3 | $634K | Sell |
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|
2022
Q2 | $712K | Sell |
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|
2022
Q1 | $823K | Buy |
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|
2021
Q4 | $842K | Sell |
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|
2021
Q3 | $923K | Sell |
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|
2021
Q2 | $951K | Buy |
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