CreativeOne Wealth’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 | $2.12M | Sell |
|
|||||
|
2025
Q1 | $3.59M | Buy |
|
|||||
|
2024
Q4 | $2.31M | Buy |
|
|||||
|
2024
Q3 | $2.36M | Buy |
|
|||||
|
2024
Q2 | $549K | Sell |
|
|||||
|
2024
Q1 | $2.4M | Buy |
|
|||||
|
2023
Q4 | $274K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $1.92M | Sell |
|
|||||
|
2023
Q1 | $2.17M | Buy |
|
|||||
|
2022
Q4 | $2.04M | Sell |
|
|||||
|
2022
Q3 | $1.82M | Buy |
|
|||||
|
2022
Q2 | $1.71M | Buy |
|
|||||
|
2022
Q1 | $1.8M | Buy |
|
|||||
|
2021
Q4 | $694K | Buy |
|
|||||
|
2021
Q3 | $449K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $399K | Buy |
|