Evanson Asset Management’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 | $313K | Buy |
11,307
+9
| +0.1% | +$249 | 0.02% | 248 |
|
|
2025
Q1 | $300K | Sell |
11,298
-255
| -2% | -$6.78K | 0.02% | 237 |
|
|
2024
Q4 | $301K | Buy |
11,553
+12
| +0.1% | +$313 | 0.02% | 238 |
|
|
2024
Q3 | $309K | Buy |
11,541
+354
| +3% | +$9.49K | 0.02% | 245 |
|
|
2024
Q2 | $276K | Hold |
11,187
| – | – | 0.02% | 247 |
|
|
2024
Q1 | $283K | Buy |
11,187
+9
| +0.1% | +$228 | 0.02% | 251 |
|
|
2023
Q4 | $261K | Sell |
11,178
-771
| -6% | -$18K | 0.02% | 247 |
|
|
2023
Q3 | $257K | Sell |
11,949
-7,500
| -39% | -$161K | 0.02% | 238 |
|
|
2023
Q2 | $435K | Buy |
+19,449
| New | +$435K | 0.04% | 180 |
|