FSG
Financial Strategies Group’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 | $2.11M | Buy |
75,466
+492
| +0.7% | +$13.8K | 0.44% | 38 |
|
|
2025
Q1 | $1.88M | Buy |
74,974
+6,506
| +10% | +$163K | 0.44% | 38 |
|
|
2024
Q4 | $1.76M | Buy |
68,468
+3,553
| +5% | +$91.6K | 0.42% | 39 |
|
|
2024
Q3 | $1.76M | Buy |
64,915
+42,196
| +186% | +$1.15M | 0.41% | 37 |
|
|
2024
Q2 | $1.68M | Sell |
22,719
-127
| -0.6% | -$9.4K | 0.42% | 36 |
|
|
2024
Q1 | $1.71M | Sell |
22,846
-1,162
| -5% | -$87K | 0.46% | 35 |
|
|
2023
Q4 | $1.67M | Sell |
24,008
-1,989
| -8% | -$139K | 0.48% | 34 |
|
|
2023
Q3 | $1.68M | Buy |
25,997
+2,086
| +9% | +$135K | 0.53% | 35 |
|
|
2023
Q2 | $1.6M | Sell |
23,911
-1,476
| -6% | -$99K | 0.51% | 36 |
|
|
2023
Q1 | $1.66M | Buy |
25,387
+1,040
| +4% | +$68.2K | 0.64% | 28 |
|
|
2022
Q4 | $1.61M | Buy |
24,347
+975
| +4% | +$64.4K | 0.67% | 27 |
|
|
2022
Q3 | $1.37M | Buy |
23,372
+13
| +0.1% | +$760 | 0.62% | 28 |
|
|
2022
Q2 | $1.46M | Buy |
23,359
+15,982
| +217% | +$998K | 0.61% | 22 |
|
|
2022
Q1 | $527K | Buy |
+7,377
| New | +$527K | 0.21% | 55 |
|