Fortitude Advisory Group’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
Q2 | $685K | Buy |
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|
2025
Q1 | $602K | Buy |
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|
2024
Q4 | $632K | Buy |
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|
2024
Q3 | $630K | Sell |
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|
2024
Q2 | $592K | Sell |
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|
2024
Q1 | $617K | Buy |
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|
2023
Q4 | $500K | Sell |
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|
2023
Q3 | $518K | Sell |
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|
2023
Q2 | $633K | Sell |
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|
2023
Q1 | $699K | Sell |
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|
2022
Q4 | $824K | Buy |
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|
2022
Q3 | $720K | Sell |
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|
2022
Q2 | $782K | Sell |
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|
2022
Q1 | $906K | Buy |
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|
2021
Q4 | $857K | Buy |
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