Curi RMB Capital’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 | $259K | Hold |
9,355
| – | – | ﹤0.01% | 609 |
|
|
2025
Q1 | $249K | Hold |
9,355
| – | – | 0.01% | 450 |
|
|
2024
Q4 | $244K | Sell |
9,355
-188
| -2% | -$4.9K | 0.01% | 488 |
|
|
2024
Q3 | $256K | Sell |
9,543
-450
| -5% | -$12.1K | 0.01% | 504 |
|
|
2024
Q2 | $247K | Sell |
9,993
-57
| -0.6% | -$1.41K | 0.01% | 496 |
|
|
2024
Q1 | $255K | Buy |
+10,050
| New | +$255K | 0.01% | 515 |
|