EverSource Wealth Advisors’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 | $3.07K | Hold |
111
| – | – | ﹤0.01% | 3334 |
|
|
2025
Q1 | $2.95K | Hold |
111
| – | – | ﹤0.01% | 2737 |
|
|
2024
Q4 | $2.89K | Buy |
+111
| New | +$2.89K | ﹤0.01% | 2573 |
|
|
2024
Q3 | – | Sell |
-234
| Closed | -$6.02K | – | 3110 |
|
|
2024
Q2 | $6.02K | Hold |
234
| – | – | ﹤0.01% | 2144 |
|
|
2024
Q1 | $5.66K | Sell |
234
-327
| -58% | -$7.92K | ﹤0.01% | 1990 |
|
|
2023
Q4 | $13.1K | Hold |
561
| – | – | ﹤0.01% | 1438 |
|
|
2023
Q3 | $12.1K | Buy |
561
+261
| +87% | +$5.61K | ﹤0.01% | 1348 |
|
|
2023
Q2 | $6.71K | Sell |
300
-459
| -60% | -$10.3K | ﹤0.01% | 1611 |
|
|
2023
Q1 | $16.6K | Buy |
+759
| New | +$16.6K | ﹤0.01% | 1151 |
|