Destination 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 | – | Sell |
-7,850
| Closed | -$209K | – | 258 |
|
|
2025
Q1 | $209K | Buy |
+7,850
| New | +$209K | 0.01% | 229 |
|
|
2024
Q4 | – | Sell |
-10,377
| Closed | -$278K | – | 234 |
|
|
2024
Q3 | $278K | Buy |
+10,377
| New | +$278K | 0.01% | 196 |
|
|
2024
Q2 | – | Sell |
-7,911
| Closed | -$200K | – | 207 |
|
|
2024
Q1 | $200K | Buy |
+7,911
| New | +$200K | 0.01% | 204 |
|
|
2019
Q3 | – | Sell |
-6,357
| Closed | -$119K | – | 430 |
|
|
2019
Q2 | $119K | Buy |
+6,357
| New | +$119K | 0.01% | 169 |
|