Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.86M | Sell |
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|
2024
Q3 | $1.95M | Hold |
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|
2024
Q2 | $1.8M | Hold |
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|
2024
Q1 | $1.84M | Hold |
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|
2023
Q4 | $1.7M | Sell |
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|
2023
Q3 | $1.71M | Sell |
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|
2023
Q2 | $1.8M | Sell |
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|
2023
Q1 | $1.79M | Buy |
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|
2022
Q4 | $1.78M | Buy |
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|
2022
Q3 | $1.23M | Buy |
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|
2022
Q2 | $260K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $93K | Buy |
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