FA
Fiduciary Alliance’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 | $9.26M | Buy |
+334,791
| New | +$9.26M | 0.69% | 33 |
|
|
2023
Q3 | – | Sell |
-243
| Closed | -$16.3K | – | 800 |
|
|
2023
Q2 | $16.3K | Buy |
+243
| New | +$16.3K | ﹤0.01% | 484 |
|
|
2023
Q1 | – | Sell |
-238
| Closed | -$15.7K | – | 731 |
|
|
2022
Q4 | $15.7K | Buy |
+238
| New | +$15.7K | ﹤0.01% | 342 |
|