Burkett Financial Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $807K | Buy |
29,156
+153
| +0.5% | +$4.23K | 0.29% | 30 |
|
|
2025
Q1 | $771K | Sell |
29,003
-2,070
| -7% | -$55K | 0.31% | 26 |
|
|
2024
Q4 | $810K | Buy |
31,073
+188
| +0.6% | +$4.9K | 0.33% | 27 |
|
|
2024
Q3 | $827K | Buy |
30,885
+348
| +1% | +$9.32K | 0.34% | 24 |
|
|
2024
Q2 | $754K | Hold |
30,537
| – | – | 0.39% | 23 |
|
|
2024
Q1 | $773K | Buy |
30,537
+69
| +0.2% | +$1.75K | 0.4% | 23 |
|
|
2023
Q4 | $712K | Buy |
+30,468
| New | +$712K | 0.4% | 22 |
|