FinDec Wealth Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $245K | Sell |
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|
2025
Q1 | $297K | Sell |
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|
2024
Q4 | $527K | Sell |
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|
2024
Q3 | $602K | Buy |
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|
2024
Q2 | $551K | Buy |
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|
2024
Q1 | $560K | Buy |
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|
2023
Q4 | $516K | Sell |
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|
2023
Q3 | $613K | Sell |
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|
2023
Q2 | $701K | Sell |
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|
2023
Q1 | $968K | Sell |
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|
2022
Q4 | $1.49M | Buy |
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