FWI
Facet Wealth Inc’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 | $293K | Sell |
10,517
-22
| -0.2% | -$612 | 0.01% | 136 |
|
|
2025
Q1 | $275K | Buy |
10,539
+580
| +6% | +$15.1K | 0.01% | 115 |
|
|
2024
Q4 | $270K | Buy |
+9,959
| New | +$270K | 0.01% | 116 |
|
|
2021
Q4 | – | Sell |
-3,188
| Closed | -$215K | – | 72 |
|
|
2021
Q3 | $215K | Buy |
+3,188
| New | +$215K | 0.02% | 59 |
|