CWA
CM Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $832K | Hold |
30,066
| – | – | 0.24% | 34 |
|
|
2025
Q1 | $799K | Hold |
30,066
| – | – | 0.26% | 35 |
|
|
2024
Q4 | $784K | Buy |
30,066
+20,044
| +200% | +$523K | 0.26% | 37 |
|
|
2024
Q3 | $805K | Hold |
10,022
| – | – | 0.26% | 35 |
|
|
2024
Q2 | $747K | Hold |
10,022
| – | – | 0.36% | 24 |
|
|
2024
Q1 | $741K | Hold |
10,022
| – | – | 0.21% | 51 |
|
|
2023
Q4 | $703K | Hold |
10,022
| – | – | 0.3% | 26 |
|
|
2023
Q3 | $655K | Hold |
10,022
| – | – | 0.25% | 32 |
|
|
2023
Q2 | $694K | Hold |
10,022
| – | – | 0.23% | 48 |
|
|
2023
Q1 | $650K | Hold |
10,022
| – | – | 0.13% | 217 |
|
|
2022
Q4 | $662K | Hold |
10,022
| – | – | 0.34% | 32 |
|
|
2022
Q3 | $586M | Hold |
10,022
| – | – | 0.33% | 31 |
|
|
2022
Q2 | $626K | Buy |
+10,022
| New | +$626K | 0.38% | 30 |
|