DPW
DiNuzzo Private Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.2K | Hold |
876
| – | – | ﹤0.01% | 171 |
|
|
2025
Q1 | $23.3K | Hold |
876
| – | – | ﹤0.01% | 167 |
|
|
2024
Q4 | $22.8K | Buy |
876
+584
| +200% | +$15.2K | ﹤0.01% | 167 |
|
|
2024
Q3 | $23.5K | Hold |
292
| – | – | ﹤0.01% | 176 |
|
|
2024
Q2 | $21.6K | Hold |
292
| – | – | ﹤0.01% | 138 |
|
|
2024
Q1 | $22.2K | Hold |
292
| – | – | ﹤0.01% | 128 |
|
|
2023
Q4 | $20.5K | Buy |
+292
| New | +$20.5K | ﹤0.01% | 129 |
|