EWM
Evermay Wealth 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 | – | Sell |
-450
| Closed | -$12K | – | 601 |
|
|
2025
Q1 | $12K | Hold |
450
| – | – | ﹤0.01% | 428 |
|
|
2024
Q4 | $11.7K | Buy |
450
+300
| +200% | +$7.82K | ﹤0.01% | 431 |
|
|
2024
Q3 | $12.1K | Hold |
150
| – | – | ﹤0.01% | 444 |
|
|
2024
Q2 | $11.2K | Hold |
150
| – | – | ﹤0.01% | 444 |
|
|
2024
Q1 | $11.4K | Hold |
150
| – | – | ﹤0.01% | 455 |
|
|
2023
Q4 | $10.5K | Hold |
150
| – | – | ﹤0.01% | 447 |
|
|
2023
Q3 | $9.67K | Hold |
150
| – | – | ﹤0.01% | 432 |
|
|
2023
Q2 | $10.1K | Hold |
150
| – | – | ﹤0.01% | 427 |
|
|
2023
Q1 | $9.84K | Hold |
150
| – | – | ﹤0.01% | 421 |
|
|
2022
Q4 | $9.9K | Hold |
150
| – | – | ﹤0.01% | 415 |
|
|
2022
Q3 | $9K | Buy |
+150
| New | +$9K | ﹤0.01% | 410 |
|