Evoke Wealth’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 | $2.44M | Hold |
88,290
| – | – | 0.06% | 126 |
|
|
2025
Q1 | $2.35M | Hold |
88,290
| – | – | 0.06% | 122 |
|
|
2024
Q4 | $2.3M | Hold |
88,290
| – | – | 0.06% | 117 |
|
|
2024
Q3 | $2.37M | Hold |
88,290
| – | – | 0.06% | 110 |
|
|
2024
Q2 | $2.19M | Hold |
88,290
| – | – | 2.58% | 4 |
|
|
2024
Q1 | $2.24M | Hold |
88,290
| – | – | 0.07% | 105 |
|
|
2023
Q4 | $2.06M | Buy |
+88,290
| New | +$2.06M | 3.34% | 4 |
|
|
2021
Q2 | – | Sell |
-1,830
| Closed | -$40K | – | 1227 |
|
|
2021
Q1 | $40K | Buy |
+1,830
| New | +$40K | ﹤0.01% | 478 |
|