Fonville Wealth Management’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 | $560K | Sell |
20,255
-435
| -2% | -$12K | 0.14% | 75 |
|
|
2025
Q1 | $532K | Sell |
20,690
-2,078
| -9% | -$53.5K | 0.16% | 74 |
|
|
2024
Q4 | $594K | Sell |
22,768
-107
| -0.5% | -$2.79K | 0.2% | 64 |
|
|
2024
Q3 | $613K | Buy |
22,875
+21
| +0.1% | +$563 | 0.21% | 64 |
|
|
2024
Q2 | $567K | Sell |
22,854
-435
| -2% | -$10.8K | 0.22% | 63 |
|
|
2024
Q1 | $590K | Buy |
23,289
+66
| +0.3% | +$1.67K | 0.26% | 60 |
|
|
2023
Q4 | $543K | Buy |
+23,223
| New | +$543K | 0.29% | 60 |
|