Christensen King & Associates Investment Services’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 | $7.82M | Sell |
282,533
-3,375
| -1% | -$93.4K | 3.58% | 9 |
|
|
2025
Q1 | $7.67M | Buy |
285,908
+4,778
| +2% | +$128K | 3.64% | 9 |
|
|
2024
Q4 | $7.4M | Buy |
281,130
+1,890
| +0.7% | +$49.8K | 3.47% | 9 |
|
|
2024
Q3 | $7.48M | Sell |
279,240
-3,687
| -1% | -$98.8K | 3.52% | 9 |
|
|
2024
Q2 | $6.99M | Buy |
282,927
+2,127
| +0.8% | +$52.5K | 3.45% | 9 |
|
|
2024
Q1 | $7.11M | Sell |
280,800
-708
| -0.3% | -$17.9K | 3.55% | 9 |
|
|
2023
Q4 | $6.58M | Buy |
+281,508
| New | +$6.58M | 3.52% | 9 |
|