Fortitude Family Office’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 | – | Sell |
-1,654
| Closed | -$44K | – | 2120 |
|
|
2025
Q1 | $44K | Buy |
1,654
+8
| +0.5% | +$213 | 0.02% | 246 |
|
|
2024
Q4 | $42.9K | Buy |
1,646
+11
| +0.7% | +$287 | 0.02% | 284 |
|
|
2024
Q3 | $43.8K | Buy |
1,635
+18
| +1% | +$483 | 0.02% | 264 |
|
|
2024
Q2 | $40K | Hold |
1,617
| – | – | 0.02% | 202 |
|
|
2024
Q1 | $41K | Buy |
1,617
+6
| +0.4% | +$152 | 0.03% | 177 |
|
|
2023
Q4 | $37.6K | Buy |
+1,611
| New | +$37.6K | 0.03% | 212 |
|