Carson Wealth (CWM LLC)’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
Q3 | $4.02M | Buy |
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|
2025
Q2 | $3.49M | Buy |
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|
2025
Q1 | $3.2M | Sell |
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|
2024
Q4 | $3.25M | Buy |
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|
2024
Q3 | $3.17M | Buy |
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|
2024
Q2 | $2.74M | Sell |
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|
2024
Q1 | $3.08M | Buy |
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|
2023
Q4 | $2.57M | Sell |
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|
2023
Q3 | $2.67M | Sell |
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|
2023
Q2 | $3.81M | Buy |
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|
2023
Q1 | $729K | Sell |
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|
2022
Q4 | $803K | Buy |
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|
2022
Q3 | $678K | Sell |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $1.31M | Sell |
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|
2021
Q4 | $1.41M | Buy |
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|
2021
Q2 | $728K | Hold |
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|
2021
Q1 | $728K | Hold |
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|
2020
Q4 | $728K | Hold |
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|
2020
Q3 | $728K | Hold |
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|
2020
Q2 | $728K | Hold |
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|
2020
Q1 | $728K | Hold |
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|
2019
Q4 | $728K | Hold |
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|
2019
Q3 | $728K | Hold |
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|
2019
Q2 | $728K | Hold |
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|
2019
Q1 | $728K | Buy |
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|
2018
Q4 | $489K | Buy |
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|
2018
Q3 | $478K | Buy |
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|
2018
Q2 | $6K | Hold |
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|
2018
Q1 | $6K | Hold |
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|
2017
Q4 | $6K | Sell |
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|
2017
Q3 | $12K | Sell |
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|
2017
Q2 | $13K | Buy |
|