Evoke Wealth’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
$2.44M Hold
2025
Q1
$2.35M Hold
2024
Q4
$2.3M Hold
2024
Q3
$2.37M Hold
2024
Q2
$2.19M Hold
2024
Q1
$2.24M Hold
2023
Q4
$2.06M Buy
2021
Q2
Sell
2021
Q1
$40K Buy