Charles Schwab’s Savers SVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Sell |
207,479
-15,119
| -7% | -$154K | ﹤0.01% | 2650 |
|
|
2025
Q1 | $1.54M | Sell |
222,598
-2,669
| -1% | -$18.4K | ﹤0.01% | 2698 |
|
|
2024
Q4 | $2.31M | Buy |
225,267
+17,482
| +8% | +$179K | ﹤0.01% | 2629 |
|
|
2024
Q3 | $2.19M | Buy |
207,785
+24,746
| +14% | +$260K | ﹤0.01% | 2683 |
|
|
2024
Q2 | $2.24M | Sell |
183,039
-2,214
| -1% | -$27.1K | ﹤0.01% | 2676 |
|
|
2024
Q1 | $3.57M | Buy |
185,253
+1,563
| +0.9% | +$30.1K | ﹤0.01% | 2411 |
|
|
2023
Q4 | $3.19M | Buy |
183,690
+2,071
| +1% | +$36K | ﹤0.01% | 2492 |
|
|
2023
Q3 | $3.39M | Buy |
+181,619
| New | +$3.39M | ﹤0.01% | 2424 |
|