FWS
SCHV

FinDec Wealth Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

FinDec Wealth Services’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,843
Closed -$245K – 36
2025
Q2 		$245K Sell
8,843
-2,328
-21% -$61.2K 0.26% 30
2025
Q1 		$297K Sell
11,171
-9,026
-45% -$242K 0.29% 34
2024
Q4 		$527K Sell
20,197
-2,258
-10% -$61K 0.37% 30
2024
Q3 		$602K Buy
22,455
+141
+0.6% +$3.62K 0.35% 32
2024
Q2 		$551K Buy
22,314
+198
+0.9% +$4.89K 0.35% 33
2024
Q1 		$560K Buy
22,116
+48
+0.2% +$1.15K 0.35% 36
2023
Q4 		$516K Sell
22,068
-6,483
-23% -$142K 0.34% 32
2023
Q3 		$613K Sell
28,551
-2,796
-9% -$62.8K 0.44% 31
2023
Q2 		$701K Sell
31,347
-12,915
-29% -$282K 0.49% 29
2023
Q1 		$968K Sell
44,262
-23,496
-35% -$522K 0.73% 26
2022
Q4 		$1.49M Buy
+67,758
New +$1.47M 1.23% 24

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