EFG
Ethos Financial Group’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 | $18.5M | Buy |
669,217
+82,907
| +14% | +$2.29M | 1.59% | 13 |
|
|
2025
Q1 | $15.3M | Hold |
586,310
| – | – | 1.46% | 16 |
|
|
2024
Q4 | $15.3M | Buy |
586,310
+406,517
| +226% | +$10.6M | 1.99% | 11 |
|
|
2024
Q3 | $14.5M | Buy |
179,793
+5,436
| +3% | +$437K | 2.38% | 9 |
|
|
2024
Q2 | $13M | Buy |
174,357
+5,094
| +3% | +$380K | 2.29% | 9 |
|
|
2024
Q1 | $12.9M | Buy |
169,263
+6,434
| +4% | +$489K | 2.43% | 9 |
|
|
2023
Q4 | $11.4M | Buy |
162,829
+14,906
| +10% | +$1.04M | 2.43% | 9 |
|
|
2023
Q3 | $9.54M | Sell |
147,923
-29,924
| -17% | -$1.93M | 2.47% | 11 |
|
|
2023
Q2 | $11.7M | Hold |
177,847
| – | – | 3.94% | 5 |
|
|
2023
Q1 | $11.7M | Buy |
177,847
+5,617
| +3% | +$368K | 3.63% | 5 |
|
|
2022
Q4 | $11.4M | Buy |
+172,230
| New | +$11.4M | 3.85% | 6 |
|