Collective Family Office’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 | $216K | Buy |
+7,813
| New | +$216K | 0.06% | 154 |
|
|
2023
Q4 | – | Sell |
-25,740
| Closed | -$553K | – | 185 |
|
|
2023
Q3 | $553K | Hold |
25,740
| – | – | 0.22% | 92 |
|
|
2023
Q2 | $576K | Sell |
25,740
-32,250
| -56% | -$721K | 0.23% | 90 |
|
|
2023
Q1 | $1.27M | Sell |
57,990
-10,200
| -15% | -$223K | 0.52% | 50 |
|
|
2022
Q4 | $1.5M | Buy |
+68,190
| New | +$1.5M | 0.67% | 42 |
|