Bogart Wealth 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 | $12.4M | Sell |
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|
2025
Q2 | $12.7M | Buy |
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|
2025
Q1 | $12M | Buy |
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|
2024
Q4 | $11.7M | Buy |
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|
2024
Q3 | $12M | Buy |
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|
2024
Q2 | $10.8M | Buy |
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|
2024
Q1 | $10.5M | Sell |
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|
2023
Q4 | $9.7M | Buy |
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|
2023
Q3 | $7.5M | Buy |
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|
2023
Q2 | $7.65M | Buy |
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|
2023
Q1 | $6.85M | Buy |
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|
2022
Q4 | $4.35M | Buy |
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|
2022
Q3 | $3.13M | Buy |
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|
2022
Q2 | $3.23M | Buy |
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|
2022
Q1 | $3.56M | Buy |
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|
2021
Q4 | $3.16M | Buy |
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|
2021
Q3 | $2.74M | Buy |
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|
2021
Q2 | $2.19M | Buy |
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|
2021
Q1 | $1.91M | Buy |
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|
2020
Q4 | $1.48M | Buy |
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|
2020
Q3 | $803K | Buy |
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|
2020
Q2 | $650K | Buy |
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|
2020
Q1 | $492K | Buy |
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