DHJJ Financial Advisors’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
Q3 | $263K | Sell |
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|
2025
Q2 | $273K | Sell |
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|
2025
Q1 | $269K | Sell |
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|
2024
Q4 | $264K | Buy |
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|
2024
Q3 | $271K | Buy |
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|
2024
Q2 | $249K | Sell |
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|
2024
Q1 | $262K | Sell |
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|
2023
Q4 | $242K | Sell |
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|
2023
Q3 | $253K | Sell |
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|
2023
Q2 | $351K | Buy |
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|
2023
Q1 | $342K | Sell |
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|
2022
Q4 | $379K | Sell |
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|
2022
Q3 | $441K | Sell |
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|
2022
Q2 | $479K | Buy |
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|
2022
Q1 | $545K | Buy |
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|
2021
Q4 | $484K | Buy |
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|
2021
Q3 | $395K | Buy |
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|
2021
Q2 | $376K | Buy |
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|
2021
Q1 | $345K | Buy |
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|
2020
Q4 | $293K | Buy |
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