Center for Financial Planning’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Hold |
19,533
| – | – | 0.06% | 98 |
|
|
2025
Q1 | $519K | Hold |
19,533
| – | – | 0.07% | 96 |
|
|
2024
Q4 | $509K | Hold |
19,533
| – | – | 0.07% | 91 |
|
|
2024
Q3 | $523K | Hold |
19,533
| – | – | 0.07% | 86 |
|
|
2024
Q2 | $482K | Hold |
19,533
| – | – | 0.07% | 90 |
|
|
2024
Q1 | $495K | Hold |
19,533
| – | – | 0.07% | 89 |
|
|
2023
Q4 | $456K | Hold |
19,533
| – | – | 0.08% | 87 |
|
|
2023
Q3 | $420K | Hold |
19,533
| – | – | 0.09% | 86 |
|
|
2023
Q2 | $437K | Buy |
19,533
+2,625
| +16% | +$58.7K | 0.09% | 86 |
|
|
2023
Q1 | $370K | Hold |
16,908
| – | – | 0.09% | 93 |
|
|
2022
Q4 | $372K | Hold |
16,908
| – | – | 0.09% | 91 |
|
|
2022
Q3 | $330K | Hold |
16,908
| – | – | 0.09% | 89 |
|
|
2022
Q2 | $352K | Hold |
16,908
| – | – | 0.09% | 90 |
|
|
2022
Q1 | $402K | Buy |
+16,908
| New | +$402K | 0.08% | 93 |
|
|
2020
Q2 | – | Sell |
-84
| Closed | -$1K | – | 553 |
|
|
2020
Q1 | $1K | Buy |
+84
| New | +$1K | ﹤0.01% | 549 |
|