CM Wealth Advisors’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 | $832K | Hold |
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|
2025
Q1 | $799K | Hold |
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|
2024
Q4 | $784K | Hold |
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|
2024
Q3 | $805K | Hold |
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|
2024
Q2 | $747K | Hold |
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|
2024
Q1 | $741K | Hold |
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|
2023
Q4 | $703K | Hold |
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|
2023
Q3 | $655K | Hold |
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|
2023
Q2 | $694K | Hold |
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|
2023
Q1 | $650K | Hold |
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|
2022
Q4 | $662K | Hold |
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|
2022
Q3 | $586M | Hold |
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|
2022
Q2 | $626K | Buy |
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