Capital Planning’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 | – | Sell |
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|
2025
Q1 | $8.99M | Buy |
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|
2024
Q4 | $8.65M | Buy |
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|
2024
Q3 | $8.78M | Buy |
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|
2024
Q2 | $8.03M | Sell |
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|
2024
Q1 | $8.35M | Sell |
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|
2023
Q4 | $7.81M | Buy |
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|
2023
Q3 | $7.16M | Buy |
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|
2023
Q2 | $7.39M | Sell |
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|
2023
Q1 | $7.33M | Sell |
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|
2022
Q4 | $7.75M | Buy |
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|
2022
Q3 | $6.84M | Sell |
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|
2022
Q2 | $7.33M | Buy |
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|
2022
Q1 | $8.34M | Buy |
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|
2021
Q4 | $8.44M | Buy |
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|
2021
Q3 | $7.45M | Buy |
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|
2021
Q2 | $7.41M | Buy |
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|
2021
Q1 | $7.07M | Buy |
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|
2020
Q4 | $6.33M | Buy |
|