Bond & Devick Financial Network’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 | $949K | Hold |
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|
2025
Q1 | $912K | Buy |
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|
2024
Q4 | $919K | Sell |
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|
2024
Q3 | $919K | Hold |
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|
2024
Q2 | $847K | Hold |
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|
2024
Q1 | $869K | Hold |
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|
2023
Q4 | $802K | Hold |
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|
2023
Q3 | $737K | Buy |
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|
2023
Q2 | $762K | Hold |
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|
2023
Q1 | $745K | Hold |
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|
2022
Q4 | $750K | Buy |
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|
2022
Q3 | $529K | Buy |
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|
2022
Q2 | $465K | Buy |
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|
2022
Q1 | $480K | Hold |
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|
2021
Q4 | $493K | Hold |
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|
2021
Q3 | $454K | Hold |
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|
2021
Q2 | $460K | Hold |
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|
2021
Q1 | $439K | Hold |
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|
2020
Q4 | $401K | Buy |
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