Cadence Wealth Management’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 | $5.27M | Buy |
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|
2025
Q1 | $4.27M | Buy |
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|
2024
Q4 | $3.27M | Buy |
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|
2024
Q3 | $2.95M | Buy |
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|
2024
Q2 | $1.61M | Buy |
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|
2024
Q1 | $470K | Sell |
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|
2023
Q4 | $471K | Buy |
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|
2023
Q3 | $420K | Sell |
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|
2023
Q2 | $458K | Buy |
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|
2023
Q1 | $443K | Sell |
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|
2022
Q4 | $449K | Sell |
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|
2022
Q3 | $482K | Sell |
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|
2022
Q2 | $543K | Sell |
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|
2022
Q1 | $653K | Buy |
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|
2021
Q4 | $642K | Sell |
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|
2021
Q3 | $648K | Sell |
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|
2021
Q2 | $680K | Sell |
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|
2021
Q1 | $848K | Buy |
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