Carolinas Wealth Consulting’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 | $1.13M | Sell |
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|
2024
Q4 | $1.14M | Sell |
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|
2024
Q3 | $1.23M | Sell |
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|
2024
Q2 | $1.14M | Sell |
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|
2024
Q1 | $1.17M | Buy |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $896K | Sell |
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|
2023
Q2 | $966K | Sell |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $1.21M | Buy |
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|
2022
Q1 | $1.38M | Buy |
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|
2021
Q4 | $1.38M | Buy |
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|
2021
Q3 | $1.26M | Buy |
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|
2021
Q2 | $617K | Buy |
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|
2021
Q1 | $494K | Buy |
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|
2020
Q4 | $420K | Buy |
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|
2020
Q3 | $260K | Buy |
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|
2020
Q2 | $247K | Buy |
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