Everhart Financial Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.61M | Buy |
166,535
+12,740
| +8% | +$353K | 0.53% | 29 |
|
|
2025
Q1 | $4.09M | Buy |
153,795
+1,456
| +1% | +$38.7K | 0.56% | 25 |
|
|
2024
Q4 | $3.97M | Sell |
152,339
-1,396
| -0.9% | -$36.4K | 0.82% | 23 |
|
|
2024
Q3 | $4.12M | Buy |
153,735
+9,912
| +7% | +$266K | 0.91% | 20 |
|
|
2024
Q2 | $3.55M | Buy |
143,823
+2,484
| +2% | +$61.3K | 0.92% | 22 |
|
|
2024
Q1 | $3.58M | Sell |
141,339
-1,851
| -1% | -$46.9K | 1.04% | 19 |
|
|
2023
Q4 | $3.35M | Buy |
143,190
+9,882
| +7% | +$231K | 1.19% | 16 |
|
|
2023
Q3 | $2.86M | Sell |
133,308
-2,979
| -2% | -$64K | 1.22% | 16 |
|
|
2023
Q2 | $3.05M | Sell |
136,287
-6,576
| -5% | -$147K | 1.26% | 20 |
|
|
2023
Q1 | $3.12M | Buy |
142,863
+10,014
| +8% | +$219K | 1.4% | 15 |
|
|
2022
Q4 | $2.92M | Buy |
132,849
+15,183
| +13% | +$334K | 1.47% | 17 |
|
|
2022
Q3 | $2.3M | Buy |
117,666
+15,489
| +15% | +$302K | 1.27% | 20 |
|
|
2022
Q2 | $2.13M | Sell |
102,177
-21,843
| -18% | -$454K | 1.29% | 17 |
|
|
2022
Q1 | $2.95M | Sell |
124,020
-1,284
| -1% | -$30.6K | 1.71% | 16 |
|
|
2021
Q4 | $3.06M | Buy |
125,304
+13,038
| +12% | +$318K | 1.85% | 16 |
|
|
2021
Q3 | $2.53M | Sell |
112,266
-10,104
| -8% | -$227K | 1.73% | 17 |
|
|
2021
Q2 | $2.79M | Sell |
122,370
-5,826
| -5% | -$133K | 1.92% | 16 |
|
|
2021
Q1 | $2.79M | Sell |
128,196
-2,583
| -2% | -$56.2K | 2.45% | 10 |
|
|
2020
Q4 | $2.6M | Buy |
+130,779
| New | +$2.6M | 2.39% | 12 |
|