Destiny Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.66K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $443K | Hold |
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|
2023
Q3 | $410K | Hold |
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|
2023
Q2 | $438K | Hold |
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|
2023
Q1 | $417K | Sell |
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|
2022
Q4 | $529K | Sell |
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|
2022
Q3 | $876K | Sell |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $1.3M | Buy |
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|
2021
Q4 | $561K | Hold |
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|
2021
Q3 | $517K | Buy |
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|
2021
Q2 | $442K | Buy |
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