Crewe Advisors’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 | $9K | Buy |
325
+1
| +0.3% | +$28 | ﹤0.01% | 474 |
|
|
2025
Q1 | $8.6K | Buy |
324
+2
| +0.6% | +$53 | ﹤0.01% | 436 |
|
|
2024
Q4 | $8.39K | Buy |
322
+1
| +0.3% | +$26 | ﹤0.01% | 443 |
|
|
2024
Q3 | $8.59K | Buy |
+321
| New | +$8.59K | ﹤0.01% | 516 |
|
|
2024
Q1 | – | Sell |
-315
| Closed | -$7.37K | – | 1000 |
|
|
2023
Q4 | $7.37K | Buy |
+315
| New | +$7.37K | ﹤0.01% | 229 |
|