Ethos Financial Group’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
Q2 | $18.5M | Buy |
|
|||||
|
2025
Q1 | $15.3M | Hold |
|
|||||
|
2024
Q4 | $15.3M | Buy |
|
|||||
|
2024
Q3 | $14.4M | Buy |
|
|||||
|
2024
Q2 | $13M | Buy |
|
|||||
|
2024
Q1 | $12.9M | Buy |
|
|||||
|
2023
Q4 | $11.4M | Buy |
|
|||||
|
2023
Q3 | $9.54M | Sell |
|
|||||
|
2023
Q2 | $11.7M | Hold |
|
|||||
|
2023
Q1 | $11.7M | Buy |
|
|||||
|
2022
Q4 | $11.4M | Buy |
|