EPG Wealth Management’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
Q1 | – | Sell |
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|
2024
Q4 | $71.9K | Buy |
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|
2024
Q3 | $73.5K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $68.8K | Buy |
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|
2023
Q4 | $63.6K | Buy |
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|
2023
Q3 | $57.7K | Buy |
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|
2023
Q2 | $59.7K | Buy |
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|
2023
Q1 | $58.1K | Buy |
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|
2022
Q4 | $58.1K | Buy |
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|
2022
Q3 | $51K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $62K | Buy |
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|
2021
Q4 | $63K | Buy |
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|
2021
Q3 | $58K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $59K | Buy |
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|
2019
Q4 | $6K | Buy |
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