Everhart 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 | $4.61M | Buy |
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|
2025
Q1 | $4.09M | Buy |
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|
2024
Q4 | $3.97M | Sell |
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|
2024
Q3 | $4.12M | Buy |
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|
2024
Q2 | $3.55M | Buy |
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|
2024
Q1 | $3.58M | Sell |
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|
2023
Q4 | $3.35M | Buy |
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|
2023
Q3 | $2.86M | Sell |
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|
2023
Q2 | $3.05M | Sell |
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|
2023
Q1 | $3.12M | Buy |
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|
2022
Q4 | $2.92M | Buy |
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|
2022
Q3 | $2.29M | Buy |
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|
2022
Q2 | $2.13M | Sell |
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|
2022
Q1 | $2.95M | Sell |
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|
2021
Q4 | $3.06M | Buy |
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|
2021
Q3 | $2.52M | Sell |
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|
2021
Q2 | $2.79M | Sell |
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|
2021
Q1 | $2.79M | Sell |
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|
2020
Q4 | $2.6M | Buy |
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