Financial Synergies Wealth Advisors’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 | $296K | Buy |
10,698
+39
| +0.4% | +$1.08K | 0.03% | 80 |
|
|
2025
Q1 | $283K | Buy |
+10,659
| New | +$283K | 0.03% | 68 |
|
|
2024
Q2 | – | Sell |
-3,309
| Closed | -$83.8K | – | 390 |
|
|
2024
Q1 | $83.8K | Buy |
3,309
+39
| +1% | +$988 | 0.01% | 103 |
|
|
2023
Q4 | $71.9K | Sell |
3,270
-39
| -1% | -$858 | 0.01% | 85 |
|
|
2023
Q3 | $71.1K | Hold |
3,309
| – | – | 0.01% | 98 |
|
|
2023
Q2 | $74K | Buy |
3,309
+21
| +0.6% | +$470 | 0.01% | 93 |
|
|
2023
Q1 | $71.9K | Buy |
3,288
+18
| +0.6% | +$394 | 0.01% | 97 |
|
|
2022
Q4 | $71.9K | Buy |
3,270
+24
| +0.7% | +$528 | 0.01% | 85 |
|
|
2022
Q3 | $63.3K | Buy |
3,246
+21
| +0.7% | +$410 | 0.01% | 92 |
|
|
2022
Q2 | $67.1K | Buy |
+3,225
| New | +$67.1K | 0.01% | 96 |
|