Focused Wealth Management’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 | $242K | Buy |
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|
2025
Q2 | $228K | Buy |
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|
2025
Q1 | $218K | Sell |
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|
2024
Q4 | $219K | Buy |
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|
2024
Q3 | $224K | Buy |
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|
2024
Q2 | $204K | Sell |
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|
2024
Q1 | $213K | Buy |
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|
2023
Q4 | $196K | Buy |
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|
2023
Q3 | $179K | Sell |
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|
2023
Q2 | $292K | Buy |
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|
2023
Q1 | $284K | Sell |
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|
2022
Q4 | $287K | Buy |
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|
2022
Q3 | $253K | Buy |
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|
2022
Q2 | $268K | Buy |
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|
2022
Q1 | $305K | Sell |
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|
2021
Q4 | $337K | Buy |
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|
2021
Q3 | $308K | Buy |
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|
2021
Q2 | $311K | Sell |
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|
2021
Q1 | $1.66M | Sell |
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|
2020
Q4 | $2.11M | Buy |
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|
2020
Q3 | $1.85M | Buy |
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|
2020
Q2 | $1.77M | Buy |
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|
2020
Q1 | $1.56M | Buy |
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|
2019
Q4 | $2.07M | Hold |
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|
2019
Q3 | $1.96M | Sell |
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|
2019
Q2 | $2.11M | Sell |
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|
2019
Q1 | $2.43M | Buy |
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|
2018
Q4 | $1.99M | Buy |
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|
2018
Q3 | $458K | Sell |
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|
2018
Q2 | $1.52M | Buy |
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|
2018
Q1 | $90K | Buy |
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