Evermay Wealth Management’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 | – | Sell |
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|
2025
Q1 | $12K | Hold |
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|
2024
Q4 | $11.7K | Hold |
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2024
Q3 | $12.1K | Hold |
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|
2024
Q2 | $11.2K | Hold |
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|
2024
Q1 | $11.4K | Hold |
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|
2023
Q4 | $10.5K | Hold |
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|
2023
Q3 | $9.67K | Hold |
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|
2023
Q2 | $10.1K | Hold |
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|
2023
Q1 | $9.84K | Hold |
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|
2022
Q4 | $9.9K | Hold |
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|
2022
Q3 | $9K | Buy |
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