Congress Wealth Management’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 | $9.75M | Sell |
352,275
-61,803
| -15% | -$1.71M | 0.09% | 248 |
|
|
2025
Q1 | $11M | Buy |
414,078
+1,593
| +0.4% | +$42.3K | 0.13% | 185 |
|
|
2024
Q4 | $10.8M | Buy |
412,485
+7,629
| +2% | +$199K | 0.15% | 188 |
|
|
2024
Q3 | $10.8M | Sell |
404,856
-32,085
| -7% | -$860K | 0.14% | 200 |
|
|
2024
Q2 | $10.8M | Sell |
436,941
-126
| -0% | -$3.11K | 0.17% | 164 |
|
|
2024
Q1 | $11.1M | Sell |
437,067
-393
| -0.1% | -$9.95K | 0.19% | 158 |
|
|
2023
Q4 | $10.2M | Buy |
437,460
+4,389
| +1% | +$103K | 0.19% | 157 |
|
|
2023
Q3 | $9.31M | Buy |
+433,071
| New | +$9.31M | 0.19% | 150 |
|