DAS
Diversify Advisory Services’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 | $1M | Buy |
35,543
+164
| +0.5% | +$4.63K | 0.04% | 327 |
|
|
2025
Q1 | $912K | Sell |
35,379
-2,509
| -7% | -$64.7K | 0.06% | 233 |
|
|
2024
Q4 | $976K | Buy |
37,888
+6
| +0% | +$155 | 0.05% | 232 |
|
|
2024
Q3 | $1.02M | Buy |
37,882
+30,002
| +381% | +$810K | 0.06% | 254 |
|
|
2024
Q2 | $583K | Sell |
7,880
-2,123
| -21% | -$157K | 0.03% | 354 |
|
|
2024
Q1 | $756K | Buy |
+10,003
| New | +$756K | 0.04% | 311 |
|