FWS
FinDec Wealth Services’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 | $245K | Sell |
8,843
-2,328
| -21% | -$64.4K | 0.26% | 30 |
|
|
2025
Q1 | $297K | Sell |
11,171
-9,026
| -45% | -$240K | 0.29% | 34 |
|
|
2024
Q4 | $527K | Buy |
20,197
+12,712
| +170% | +$331K | 0.37% | 30 |
|
|
2024
Q3 | $602K | Buy |
7,485
+47
| +0.6% | +$3.78K | 0.35% | 32 |
|
|
2024
Q2 | $551K | Buy |
7,438
+66
| +0.9% | +$4.89K | 0.35% | 33 |
|
|
2024
Q1 | $560K | Buy |
7,372
+16
| +0.2% | +$1.22K | 0.35% | 36 |
|
|
2023
Q4 | $516K | Sell |
7,356
-2,161
| -23% | -$151K | 0.34% | 32 |
|
|
2023
Q3 | $613K | Sell |
9,517
-932
| -9% | -$60.1K | 0.44% | 31 |
|
|
2023
Q2 | $701K | Sell |
10,449
-4,305
| -29% | -$289K | 0.49% | 29 |
|
|
2023
Q1 | $968K | Sell |
14,754
-7,832
| -35% | -$514K | 0.73% | 26 |
|
|
2022
Q4 | $1.49M | Buy |
+22,586
| New | +$1.49M | 1.23% | 24 |
|