Florida Financial 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 | $5.71M | Sell |
206,431
-8,108
| -4% | -$224K | 1.89% | 11 |
|
|
2025
Q1 | $5.7M | Sell |
214,539
-38,965
| -15% | -$1.04M | 2.25% | 13 |
|
|
2024
Q4 | $6.61M | Sell |
253,504
-18,251
| -7% | -$476K | 2.95% | 9 |
|
|
2024
Q3 | $7.28M | Buy |
271,755
+15,378
| +6% | +$412K | 3.75% | 7 |
|
|
2024
Q2 | $6.33M | Buy |
256,377
+708
| +0.3% | +$17.5K | 3.8% | 7 |
|
|
2024
Q1 | $6.48M | Buy |
255,669
+13,539
| +6% | +$343K | 4.76% | 6 |
|
|
2023
Q4 | $5.66M | Buy |
+242,130
| New | +$5.66M | 5.24% | 5 |
|