CW
SCHV

CIC Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

CIC Wealth’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$430K Sell
16,050
-1,602
-9% -$41.2K 0.11% 107
2024
Q2 		$436K Hold
17,652
– – 0.12% 107
2024
Q1 		$447K Hold
17,652
– – 0.13% 102
2023
Q4 		$412K Sell
17,652
-1,200
-6% -$26.2K 0.13% 102
2023
Q3 		$405K Hold
18,852
– – 0.15% 99
2023
Q2 		$422K Hold
18,852
– – 0.15% 98
2023
Q1 		$412K Hold
18,852
– – 0.16% 100
2022
Q4 		$415K Buy
+18,852
New +$408K 0.17% 97

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