Center for Financial 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 | $540K | Hold |
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|
2025
Q1 | $519K | Hold |
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|
2024
Q4 | $509K | Hold |
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|
2024
Q3 | $523K | Hold |
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|
2024
Q2 | $482K | Hold |
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|
2024
Q1 | $495K | Hold |
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|
2023
Q4 | $456K | Hold |
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|
2023
Q3 | $420K | Hold |
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|
2023
Q2 | $437K | Buy |
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|
2023
Q1 | $370K | Hold |
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|
2022
Q4 | $372K | Hold |
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|
2022
Q3 | $330K | Hold |
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|
2022
Q2 | $352K | Hold |
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|
2022
Q1 | $402K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1K | Buy |
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