Caldwell Trust’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.8K | Hold |
2,235
|
|
||||
|
2025
Q1 | $59.4K | Hold |
2,235
|
|
||||
|
2024
Q4 | $58.3K | Hold |
2,235
|
|
||||
|
2024
Q3 | $59.9K | Hold |
2,235
|
|
||||
|
2024
Q2 | $55.2K | Hold |
2,235
|
|
||||
|
2024
Q1 | $56.6K | Hold |
2,235
|
|
||||
|
2023
Q4 | $52.2K | Hold |
2,235
|
|
||||
|
2023
Q3 | $48K | Hold |
2,235
|
|
||||
|
2023
Q2 | $50K | Hold |
2,235
|
|
||||
|
2023
Q1 | $48.9K | Hold |
2,235
|
|
||||
|
2022
Q4 | $49.2K | Hold |
2,235
|
|
||||
|
2022
Q3 | $43.6K | Hold |
2,235
|
|
||||
|
2022
Q2 | $46.5K | Buy |
+2,235
|
|