BDFN
Bond & Devick Financial Network’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $949K | Hold |
34,305
| – | – | 0.32% | 52 |
|
|
2025
Q1 | $912K | Buy |
34,305
+22,870
| +200% | +$608K | 0.33% | 54 |
|
|
2024
Q4 | $919K | Hold |
11,435
| – | – | 0.39% | 52 |
|
|
2024
Q3 | $919K | Hold |
11,435
| – | – | 0.39% | 52 |
|
|
2024
Q2 | $847K | Hold |
11,435
| – | – | 0.45% | 43 |
|
|
2024
Q1 | $869K | Hold |
11,435
| – | – | 0.47% | 42 |
|
|
2023
Q4 | $802K | Hold |
11,435
| – | – | 0.46% | 43 |
|
|
2023
Q3 | $737K | Buy |
11,435
+75
| +0.7% | +$4.83K | 0.47% | 44 |
|
|
2023
Q2 | $762K | Hold |
11,360
| – | – | 0.47% | 44 |
|
|
2023
Q1 | $745K | Hold |
11,360
| – | – | 0.48% | 46 |
|
|
2022
Q4 | $750K | Buy |
11,360
+2,320
| +26% | +$153K | 0.53% | 41 |
|
|
2022
Q3 | $529K | Buy |
9,040
+1,588
| +21% | +$92.9K | 0.44% | 51 |
|
|
2022
Q2 | $465K | Buy |
7,452
+724
| +11% | +$45.2K | 0.41% | 58 |
|
|
2022
Q1 | $480K | Hold |
6,728
| – | – | 0.38% | 60 |
|
|
2021
Q4 | $493K | Hold |
6,728
| – | – | 0.37% | 60 |
|
|
2021
Q3 | $454K | Hold |
6,728
| – | – | 0.38% | 61 |
|
|
2021
Q2 | $460K | Hold |
6,728
| – | – | 0.38% | 59 |
|
|
2021
Q1 | $439K | Hold |
6,728
| – | – | 0.41% | 58 |
|
|
2020
Q4 | $401K | Buy |
+6,728
| New | +$401K | 0.46% | 58 |
|